Tax Associate - Level I

Job

Summary:

Performs coordination of tax department production, administrative support functions on behalf of the tax departments’ staff and maintains own job-related responsibilities. Performs activities under direct supervision.

Key

Responsibilities:

• Coordinates all Tax Department production (populating budget hours and due dates, monitoring tax jobs, following up with preparers and managers, coordinating with other departments for staff availability, generating production reports).
• Participates in tax department work flow procedures (tax returns processing and assembly, e-files, scanning and uploading documents to document management system, routings, rejections, reports and deadlines).
• Identifies, corrects and maintains issues and workflows.
• Coordinates tax organizers and related supply preparations; create, mail, process, scan, validate and link to tax returns.
• Manages consulting Statement of Works and budgets.
• Prepares, transcribes and types letters and memos as needed.
• Prepares assigned tax returns and reports.
• Sorts, delivers and handles incoming and outgoing mail and email.
• Copies and scans documents as needed.
• Maintains supplies and equipment (printers).
• Assists with meetings set-up and clean-up.
• Performs other duties as assigned.