Tax Admin
Description
We are seeking a highly organized, diligent, and detail-organized Tax Admin to support the tax advisory and tax preparation departments of a fast-growing tax firm. The Tax Admin will provide administrative support and manage client relationships.
The ideal candidate is tech-savvy, has tax planning and/or preparation experience, and is interested in contributing to a high-performance team.
Key Responsibilities
ā¢ Communicate with clients to collect and organize all necessary documentation for tax planning and tax preparation purposes
ā¢ Create legal entities on behalf of clients
ā¢ Update CRM platforms with client specific notes
ā¢ Prepare T-formation charts and progress reports
ā¢ Coordinate with customer support team in auditing client Slack channels
ā¢ Support tax advisory pod by tracking calls and meetings
ā¢ Contribute to company Knowledge Base for client FAQS and company Best Practices
Skills, Knowledge and Expertise
ā¢ 1-2 years of experience in tax preparation, accounting, and/or financial advisory
ā¢ Bachelor's degree in business, finance, accounting, or a related field
ā¢ Excellent written and verbal communication skills
ā¢ Superior organizational skills and meticulous attention to detail
ā¢ Strong critical thinking skills with a strategic problem solving mindset
ā¢ Proactive self-starter who thrives in a collaborative and demanding work environment
Benefits
ā¢ Medical, dental, vision, and life insurance
ā¢ Paid vacation and sick time
ā¢ Paid holidays
ā¢ 401(k) with match
ā¢ Work from home
ā¢ Teambuilding events
About Tax Alchemy
Tax Alchemy is a premier tax strategy firm specializing in helping business owners and real estate investors significantly reduce their tax burdens. With tax-saving strategies tailored to each client, Tax Alchemy ensures entrepreneurs and high-income individuals are in full control of their financial growth.
Apply Now
Apply Now
We are seeking a highly organized, diligent, and detail-organized Tax Admin to support the tax advisory and tax preparation departments of a fast-growing tax firm. The Tax Admin will provide administrative support and manage client relationships.
The ideal candidate is tech-savvy, has tax planning and/or preparation experience, and is interested in contributing to a high-performance team.
Key Responsibilities
ā¢ Communicate with clients to collect and organize all necessary documentation for tax planning and tax preparation purposes
ā¢ Create legal entities on behalf of clients
ā¢ Update CRM platforms with client specific notes
ā¢ Prepare T-formation charts and progress reports
ā¢ Coordinate with customer support team in auditing client Slack channels
ā¢ Support tax advisory pod by tracking calls and meetings
ā¢ Contribute to company Knowledge Base for client FAQS and company Best Practices
Skills, Knowledge and Expertise
ā¢ 1-2 years of experience in tax preparation, accounting, and/or financial advisory
ā¢ Bachelor's degree in business, finance, accounting, or a related field
ā¢ Excellent written and verbal communication skills
ā¢ Superior organizational skills and meticulous attention to detail
ā¢ Strong critical thinking skills with a strategic problem solving mindset
ā¢ Proactive self-starter who thrives in a collaborative and demanding work environment
Benefits
ā¢ Medical, dental, vision, and life insurance
ā¢ Paid vacation and sick time
ā¢ Paid holidays
ā¢ 401(k) with match
ā¢ Work from home
ā¢ Teambuilding events
About Tax Alchemy
Tax Alchemy is a premier tax strategy firm specializing in helping business owners and real estate investors significantly reduce their tax burdens. With tax-saving strategies tailored to each client, Tax Alchemy ensures entrepreneurs and high-income individuals are in full control of their financial growth.
Apply Now
Apply Now