Tax Admin Specialist — Cross-Office Support, U.S. Hours

Sorren Philippines, Inc.; Makati; On-site; PHP 335,000 - 513,000; Full time

Benefits offered by this job

Laptop provided

Internet stipend quarterly

Paid time off

Job summary

Sorren Philippines, Inc. is seeking a Tax Admin to streamline tax workflows and support offices in the Philippines with US time-zone overlap. Responsibilities include document intake, engagement letters, and batch mailing, along with assisting with tax return preparation and e-filing.

You will collaborate with the tax operations manager, ensure timely communications with clients, and maintain organization across multiple offices. PH mid-shift/night hours and competitive benefits are offered.

Qualifications

• Several years of experience in administrative support roles or office management.
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented.
• Professional appearance and demeanor.
• High level of aptitude in all Microsoft Office projects.

Responsibilities

• Works with tax operations manager to ensure tasks are getting done daily.
• Serves as overflow for other tax admins at other offices and helps keep communication between other offices open.
• Helps with the intake process by scanning as needed, downloading documents, moving documents to correct folders, ensuring a signed engagement letter is received and if not sending one to the client to obtain signature and initiating tasks.
• Will also upload documents to SurePrep.
• Batch send out entity and individual engagement letters through SafeSend after tax department head finalizes and with direction from the tax operation manager.
• Batch send out individual organizers through SafeSend in December with direction from the tax operation manager.
• Assemble tax returns for the Meridian office, help with overflow from other offices.
• Communicate deadlines with clients to ensure signatures are obtained in a timely manner.
• E-file and extend returns, monitor for rejections, update task’s due dates and complete task when accepted.
• Review shelves with clients documents and make sure they are returned to the client.
• Prepare mailings as needed.
• Generate reports for statutory due dates for returns that need extending and send to project managers.
• Roll forward returns as needed to extend or upload to SurePrep.
• Help maintain taxadmin email box to make sure it is being cleared out daily.
• Communicate with clients and be a resource for them when they have questions, specifically with SafeSend.

Skills

Excellent communication

Organizational skills

Detail-oriented

Professional demeanor

Microsoft Office proficiency

Education

Tax/accounting knowledge preferred

Tools

Microsoft Office

Job description

Sorren Philippines, Inc. is seeking a Tax Admin to streamline tax workflows and support offices in the Philippines with US time-zone overlap. Responsibilities include document intake, engagement letters, and batch mailing, along with assisting with tax return preparation and e-filing.

You will collaborate with the tax operations manager, ensure timely communications with clients, and maintain organization across multiple offices. PH mid-shift/night hours and competitive benefits are offered.