Overview
A fully remote tax, bookkeeping, and payroll firm is seeking a fast, tech-fluent Tax Administrator with strong follow-through skills. This role serves as the operational backbone of the tax team, managing workflows, communications, and ensuring that no tasks are overlooked.
Responsibilities
- Manage calendars, deadlines, and workflows for multiple clients simultaneously
- Serve as the first point of contact for client communications via email, SMS, and portal; triage, route, and respond accordingly
- Draft document requests, status updates, reminders, and follow up on missing items
- Organize client documents, ensuring correct naming and accurate filing
- Support tax return assembly and delivery, monitor e-file status, and maintain clean records
- Identify inefficiencies and contribute to improving checklists, templates, and processes
Requirements
- Ability to quickly learn and adapt to new cloud-based software without extensive guidance
- Strong follow-through to close loops and prevent tasks from becoming stale
- High accuracy and speed in handling detailed, manual work with a high volume
- Clear, concise, and professional communication skills
- No specific degree required; tax or administrative experience is a plus but not mandatory
Location
Why This Role Is Important
By managing operations and workflow, this role enables tax professionals to focus on high-value client work. The Tax Administrator is a key team member relied upon to keep all processes running smoothly.