Tax Administrative Associate jobs in United States
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Gelfand, Rennert & Feldman, LLC · 1 day ago

Tax Administrative Associate

Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join their team of dedicated professionals. The role involves assisting staff and managers with administrative components of tax filing, ensuring timely processing and filing of various tax engagements.

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Responsibilities

Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts
Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met
Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments
Provide supporting documentation for Account Management personnel to use to book payments and receivables in AgilLink or DF Imaging
Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing
Assemble and coordinate all documentation necessary for requests to E-File Department
Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors
Maintain awareness of return diagnostics to point out possible impediments to the filing process
Maintain proper filing procedures for effective record keeping
Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary
Monitor booking of tax AJE’s
Upload tax documents and other tax-related paperwork in the electronic tax binders
Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
Train new hires on the policies and procedures of the tax department
Assist in tracking of K-1’s and other tax-related documents
Draft IRS and other tax authority correspondence when requested
Assist with scanning and filing of tax documents
Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm
Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified
Other projects and duties as assigned

Qualification

Microsoft Office SuiteAgilinkGoSystemsCCH tax softwareLearning new systemsDetail orientedOrganizational skillsInterpersonal skillsCommunicationTime managementEmotional intelligenceAdaptabilityActive listeningCritical thinking

Required

High School Diploma is required
Must be incredibly detail oriented and possess strong organizational skills
Proficiency in Microsoft Office Suite, especially Excel and Word
Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
Capability to learn new systems and process information quickly

Preferred

Bachelor's degree is preferred
Familiarity with Agilink, GoSystems, or CCH tax software is a plus

Benefits

An annual bonus
A comprehensive benefits package

Company

Gelfand, Rennert & Feldman, LLC

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Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals.

H1B Sponsorship

Gelfand, Rennert & Feldman, LLC 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
2023 (1)
2021 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Tyson Beem
Chief Executive Officer
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Andrew Harwood
Chief Financial Officer
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Company data provided by crunchbase