Hybrid Tax Administrator

at Aprio

• Job title: Tax Administrator
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Lake Oswego South, United States

About the role

• Tax Administrator at Aprio CPA firm, aiding clients in maximizing tax opportunities and ensuring timely submissions. Join a dynamic Tax Operations team in a high-growth environment.

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.

Requirements

• 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

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