Aprio · 1 day ago
Tax Administrator
South Lake Oswego, OR
Full-time
Hybrid
Mid, Senior Level
5+ years expAprio is a nationally ranked CPA and advisory firm seeking a Tax Administrator to join their Tax Operations team. The role involves scheduling and organizing activities, delivering tax returns, and managing workflows to help clients maximize their opportunities.
AccountingFinancial Services
Responsibilities
Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department
Deliver tax returns, extensions and estimates in both electronic and paper format
Preparation of zero extensions in tax software
E-Filing of tax returns
Coordination of receipt of signed e-File authorizations
Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
Possess a general understanding of invoicing and reporting in a professional services environment
Preparation of expense reports
Handling confidential correspondence and files and new client set up
Coordinating and managing workflow with the team
Managing due date reporting for meeting IRS/Tax authorities deadline
Management of partner prospects and leads
Reporting in various programs
Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs
Support with processing of certified mail
Assist in front desk/receptionist rotation
Qualification
Required
5+ years Administrative Experience; experience in a Tax Practice is a plus
Intermediate to Advanced Excel. More importantly, the ability to be resourceful in learning Excel features and formulas
Intermediate to Advanced Power Point and Word
Technology Savvy
Great interpersonal skills
Skilled at managing upwards
Ability to analyze and revise operating practices to improve efficiency
Detail oriented and comfortable working in a fast-paced and time sensitive office environment
Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct
Aptitude for working with a diverse group of important external clients as well as internal associates at all levels of the organization
Exceptional written and verbal communication skills are necessary
Superior organization skills and dedication to completing projects in a timely manner
Organizes and prioritizes large volumes of information and calls
Acts as the ambassador of the department
Ability to work independently and acts as project manager on special projects
Proofreads for spelling, grammar and formatting, making appropriate changes. Responsible for accuracy and clarity of final copy
Ability to learn quickly and become proficient with Aprio's Windows based applications
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
1001-5000 employees
H1B Sponsorship
Aprio 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
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
Company data provided by crunchbase