Tax Administrator

Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. The role involves overseeing administrative functions within the tax group, coordinating tax work papers, and managing document organization while ensuring clear communication with clients and team members.ResponsibilitiesWork closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax teamCoordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax officesResponsible for overall document organization including scanning and storage, both physical & within document management systemCommunicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a mustSubmit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow)Manage and track notices, including state and local tax noticesSet up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etcPrepare reports/summaries, monitor & review task status’ & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax OperationsProactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy seasonWork closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the yearProvide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basisProvide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitorsSkillsPrior experience in a Tax Admin/Tax Ops type roleGreat communication skills both verbal & writtenComfortable working with various people on short-term and long-term projectsDegree preferredBenefitsAnnual cash bonusComprehensive benefits packageCompany OverviewFocus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is http://thecolonygroup.com.Company H1B SponsorshipFocus Partners Wealth has a track record of offering H1B sponsorships, with 1 in 2022, 1 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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