Tax Administrative Associate

This is a Full Time Job

Position Summary

This position is based out of Encino, CA and Century City, CA on a hybrid basis. The Tax Administrative Associate is responsible for assisting Staff and Managers with administrative components of tax filing.

Primary 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

Qualifications
• High School Diploma is required
• Bachelor's degree is preferred
• Must be incredibly detail oriented and possess strong organizational skills
• Proficiency in Microsoft Office Suite, especially Excel and Word
• Familiarity with Agilink, GoSystems, or CCH tax software is a plus
• 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

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