Remote Tax Operations Specialist

Jobgether; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Remote work

Health insurance

401(k) with match

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Wellness programs

Pet insurance

Job summary

Jobgether seeks a Tax Operations Administrator in the United States for a fully remote, full-time role. You will coordinate client and advisor communications, manage tax documentation, and oversee workflow from document collection through filing.

Strong organizational skills and attention to detail are essential. Ideal candidates have 3+ years in tax operations, proficiency with Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess, and comfort with AI-enabled tools.

Qualifications

• High school diploma or equivalent required; associate degree preferred; bachelor's strongly preferred.
• At least three years of experience in tax operations administration.
• Proficiency with Excel, Acrobat, DocuSign, Salesforce, and CCH Axcess Document.

Responsibilities

• Coordinate client and financial advisor communications and gather required tax documents.
• Set up and maintain client, advisor, and service data in tax systems.
• Manage the end-to-end tax workflow from document collection to return submission.
• Support Form 8879 submissions and electronic filing of tax returns.

Education

High school diploma or equivalent

Associate degree

Bachelor's degree

Tools

Microsoft Excel

Adobe Acrobat

DocuSign

Salesforce

CCH Axcess Document

Job description

Jobgether seeks a Tax Operations Administrator in the United States for a fully remote, full-time role. You will coordinate client and advisor communications, manage tax documentation, and oversee workflow from document collection through filing.

Strong organizational skills and attention to detail are essential. Ideal candidates have 3+ years in tax operations, proficiency with Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess, and comfort with AI-enabled tools.