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Focus Partners Wealth · 2 days ago

Tax Administrator

St. Louis, MO

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $70K/yr

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 and communication with clients and team members.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Tax AdministrationCCH AxcessCCH WorkflowDocument ManagementCommunication SkillsTeam CollaborationProject Management

Required

Prior experience in a Tax Admin/Tax Ops type role

Great communication skills both verbal & written

Comfortable working with various people on short-term and long-term projects

Preferred

Degree preferred

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees

http://thecolonygroup.com

H1B Sponsorship

Focus Partners Wealth has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)

2021 (1)

2020 (1)