Remote Tax Operations Specialist

TalentBridge; Houston (TX); À distance; USD 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Medical

Dental

Vision

Life Insurance

Short Term Disability

401(k)

Holiday Pay

Résumé du poste

TalentBridge seeks a Tax Operations Administrator to work remotely in a fast-paced client service environment. You will coordinate with clients, gather documentation, and manage tax-related workflows.

The role emphasizes accuracy, record keeping, and collaboration with tax advisors. A minimum of 3 years in tax operations administration and proficiency with Excel, Salesforce, and DocuSign are required.

Qualifications

• High school diploma or equivalent required.
• Associate degree preferred; Bachelor's strongly preferred.
• Minimum of 3 years in tax operations administration.
• Experience coordinating documentation, client communications, and workflows.
• Proficient with Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document.

Responsabilités

• Communicate with clients to explain tax operations processes and respond to inquiries.
• Coordinate with clients and advisory teams to gather tax information.
• Follow up on missing documentation and inform stakeholders of status.
• Set up client profiles, advisor information, and service details in tax systems.
• Prepare, distribute, track, and follow up on engagement letters and organizers.
• Maintain organized records and manage tax document storage.
• Identify missing forms and coordinate follow-up with clients.
• Coordinate Form 8879 submissions and e-filing workflows.
• Prepare standard and ad hoc operational reports.

Connaissances

Written and verbal communication

Organizational skills

Detail-oriented

Team collaboration

Time management

Formation

High school diploma or equivalent

Associate degree preferred

Bachelor's degree strongly preferred

Outils

Microsoft Excel

Adobe Acrobat

DocuSign

Salesforce

CCH Axcess Document

Description du poste

TalentBridge seeks a Tax Operations Administrator to work remotely in a fast-paced client service environment. You will coordinate with clients, gather documentation, and manage tax-related workflows.

The role emphasizes accuracy, record keeping, and collaboration with tax advisors. A minimum of 3 years in tax operations administration and proficiency with Excel, Salesforce, and DocuSign are required.