Senior Tax Administrator

Focus Partners Wealth; Needham (MA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k)

Job summary

Focus Partners Wealth in Needham, MA is hiring a Senior Tax Administrator for on-site full-time work. You will support administrative functions, manage document flow, and assist with tax return processes using ProSystem fx Suite, CCH Document, and Workstream.

Responsibilities include sending client organizers, filing and scanning tax documents, and coordinating with clients for information. Knowledge of MS Office and E-file features will be valuable, with a base salary between $75,000 and

Qualifications

• Knowledge of tax administration processes and client document handling.
• Experience with document scanning, filing, and paperless environments.
• Familiar with ProSystem fx Suite, CCH Document and Workstream workflows.

Responsibilities

• Assist with administrative tasks for tax preparation season.
• Send out client organizers and mail tax returns.
• File, scan, and organize tax documents; maintain document tracking.
• Coordinate with clients for information and deadlines.
• Utilize E-file system for extensions and estimates as needed.
• Prepare and mail client correspondence and tax forms.

Skills

Organizational skills

Attention to detail

Education

High school diploma required; Associates/Bachelor's preferred

Tools

MS Office Suite

ProSystem fx Suite

CCH Document

Workstream

E-file system

Job description

## Senior Tax AdministratorApply: Fully Onsite: Needham, Massachusetts: Full time: Posted Yesterday: JR100600**Job Description Summary:**Assists with all administrative functions, including but not limited to supplies, offsite document storage and postage. Knowledge of various tax returns.**Job Description:****Primary Responsibilities** * Send out Client Organizers* Faxing/Copying as Needed* Filing/Scanning of Tax Documents* Scanning of Client Originals into Document/Scan* Daily use of Document for creating Paperless Tax Environment* Daily maintenance of Workstream/tracking of work* Adding/deleting of client information to Document* Use of E-file system as necessary* Mailing out Client Correspondence and Tax Returns* Use of ProSystem as needed for Extensions/Estimates/Efile Release* Contacting clients as needed for information* Use of Fed-Ex/Messenger Websites for mailings **Qualifications** * Knowledge of MS Office Suite, ProSystem fx Suite, CCH Document and Workstream* Prior experience in similar role* Organizational skills a must* High school diploma required. Associates/Bachelor's preferred* 2+ years' experience preferred This position is a non-exemptposition. The annualized base pay range for this role is expected to be between$75,000-$85,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.