Overview
This role supports an in-house Income Tax team providing tax planning and preparation services for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Responsibilities include managing onboarding and processing of new tax clients, assisting with billing and invoicing, supporting new employee onboarding, and maintaining data accuracy and workflow tracking. The position requires strong communication skills, attention to detail, and professionalism.
Responsibilities
- Manage onboarding and processing of new tax clients, ensuring data accuracy and timely completion within service level agreements (SLAs).
- Input new client information into systems and verify accuracy.
- Generate fee quotes and communicate with clients for approval.
- Assist with onboarding of new tax employees and related administrative tasks.
- Support billing and invoicing processes, including monthly tax billing.
- Assist with terminating tax client engagements.
- Support integration of newly acquired firms.
- Use various reports to track workflow and monitor data integrity.
- Provide insights and suggestions for process improvements.
- Maintain regular communication with the Tax Operations Manager to ensure timely project completion.
- Communicate professionally and promptly with clients to ensure a high-quality experience.
- Perform other general operations and administrative duties as needed.
Requirements
- High school diploma required; bachelor’s degree preferred.
- Minimum 1 year of experience in an administrative or assistant role.
- Experience or willingness to work with dynamic professionals.
- Strong work ethic with a self-starter attitude; ability to perform under pressure, meet deadlines, prioritize, and manage multiple tasks.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Excellent customer service skills.
- Ability to maintain confidentiality.
- Positive, can-do attitude and team-oriented.
- Ability to prioritize and multitask in a busy environment.
- Eagerness to become an expert in the role.
Work Schedule and Conditions
- Standard business hours Monday through Friday, 8 AM to 5 PM.
- Availability on Saturdays during tax season.
- Occasional early or late hours to meet deadlines.
- Work may be performed in a professional office environment or a dedicated home office workspace.
- Basic technology needs will be provided.
- Routine sitting and standing; no heavy lifting over 10 lbs.
Compensation and Benefits
- Base pay range: $26 - $30 USD per hour, dependent on location, experience, education, skills, and certifications.
- Eligibility for incentive compensation programs.
- Benefits include:
- Company-paid basic life and AD&D insurance.
- Company-paid short-term and long-term disability insurance.
- Supplemental insurance options (life, AD&D, short-term disability, accident, critical illness, hospital indemnity).
- Multiple medical plan options including Cigna and Kaiser (California).
- Health Savings Account (HSA) with company contributions for eligible plans.
- Dental and vision insurance plans.
- Dependent Care Savings Account.
- 14 company-paid holidays including a full week off at Thanksgiving.
- Generous paid time off for vacation and sick days.
- Employee assistance program.
- Family medical leave and paid parental leave (8 weeks).
- Maternity benefits combining company-paid short-term disability and parental leave.
- Adoption assistance reimbursement.
- Company-paid concierge services for family care needs.
- 401(k) retirement plan with traditional, Roth, and after-tax options plus matching.
- Pet insurance.
- Personalized financial planning and guidance at preferred employee pricing.
Application Information
- Initial application deadline: July 1, 2026.
- Applications received after this date may be considered on a rolling basis until the position is filled.
- Early application is encouraged.
Equal Opportunity and Compliance
- The employer is an equal opportunity employer and complies with all applicable federal, state, and local laws.
- Participation in E-Verify and compliance with federal employment eligibility verification requirements.
- Accommodations are available upon request during the application or hiring process.
Location
- Position may be remote or office-based depending on candidate location and organizational needs.