Senior Tax Administrator - Paperless Tax Ops Specialist

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

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