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Focus Financial Partners · 2 hours ago

Tax Administrator

St. Louis, MO

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $70K/yr

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a motivated and qualified individual for the position of Tax Administrator, responsible for overseeing administrative functions within the tax group and coordinating tax-related documentation and communication with clients and teams.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team

Coordinate 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 offices

Responsible for overall document organization including scanning and storage, both physical & within document management system

Communicate & 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 must

Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow)

Manage and track notices, including state and local tax notices

Set 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, etc

Prepare reports/summaries, monitor & review task status’ & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations

Proactively 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 season

Work 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 year

Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis

Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors