Tax Administrator

Summary of Responsibilities:

Processes and tracks correspondence, tax returns, and other client information.

Essential Functions:

Set up new client accounts in GRF Practice Management as well as Non-Profit Tax Tracking systems including Star, Axcess, XCM/Workflow, and the Non-Profit Tax Tracker.

Set up client deliverables with appropriate due dates in the above tracking systems.

Assist in monitoring due dates and deadlines by running reports and regularly communicating with management.

Assist in preparing tax-only engagement letters.

Set up client portals in Suralink and add PBC request files to each engagement annually, send outreach emails and reminders to clients requesting this information.

Monitor audit schedule to stay on top of when audit jobs are being completed/ keep 990 following similar timelines as audit.

Sort & maintain the Non-Profit Tax Outlook folder – each...

GRF is seeking a dedicated, experienced, and highly organized Administrator to support our tax department in managing the day-to-day operations and ensuring the success and continued growth of our For-Profit Tax practice.

Summary of Responsibilities:

You will play a crucial role in enabling our director to effectively lead our team, manage client relationships, and grow our business. You will be responsible for providing comprehensive administrative and practice management support to ensure the practice’s success and operational efficiency.

Requirements

• Organize and maintain records, documents, and reports.
• Handle incoming phone calls, department emails, inquiries, and requests.
• Assist with business development/sales follow up correspondence.
• Assist in preparing client-facing engagement documentation, including but not limited to contracts, proposals, and invoices.
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