What's Awesome About Our Client?

• Join a rapidly expanding, national wealth management leader driving massive growth.
• Work within a tight-knit, collaborative tax team where your voice truly matters and you have a real say in the direction of the department.
• Enjoy complete flexibility with a 100% remote role
• Take advantage of fantastic perks, including a $2,500 annual development budget and unique equity potential.

Why this job – TAX ADMINISTRATOR:

Join this fast-growing firm as their new Tax Administrator to serve as the critical information hub and administrative anchor for a dynamic tax services team. This role is designed for a driven individual who thrives in a nimble, unbureaucratic environment rather than a rigid corporate structure. You will keep operations running seamlessly by managing the backend compliance pipeline, tracking return statuses, and handling essential billing and reporting workflows. If you are a proactive professional looking to expand your tax knowledge while enjoying a highly supportive, nationwide team culture, this is the perfect career move.

What You'll Actually Do:

• Manage the formal release of tax returns and meticulously track form statuses to ensure all mandatory e-filing signatures are secured.
• Act as a central "information gatherer," assembling critical documentation and tax data for the team.
• Leverage Microsoft Excel to build and maintain essential department reporting and provide billing support.
• Oversee tax-team correspondence and handle ongoing administrative workflows to ensure data integrity.
• Collaborate closely with a small, specialized team of accountants and managers to help support an expanding client list.

To Be Successful in This Role, You Will Need:

• 2+ years of administrative or supportive experience within a professional tax environment.
• Solid foundational understanding of tax returns; prior exposure to trust and estate returns is highly desired.
• Advanced proficiency in Microsoft Excel to manage key reporting and billing duties.
• A driven, proactive, and highly organized approach to tackling data and administrative workflows.
• Strong communication skills to manage team correspondence and information tracking smoothly.

Where and How Much:

• Compensation: Target Compensation: $58K – $64K, 10% target bonus.
• Location: 100% Remote schedule
• Benefits: 3 weeks PTO, 401(K), Equity opportunity, professional development budget