Senior Tax Operations & Client Onboarding Lead

Corient; Fort Lauderdale (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Job summary

Corient is seeking a highly organized Senior Tax Administrator to support the operational, administrative, and technology functions of our tax practice. This role serves as a central resource for tax return workflow management, client onboarding, tax return delivery, technology support, financial tracking, and process improvement initiatives.

The ideal candidate will possess strong organizational and communication skills, a solid understanding of tax administration processes, and the ability to

Qualifications

• Bachelor's degree in Accounting, Finance, MIS, or related field preferred.
• 3+ years of experience in tax administration or related roles.
• Experience with tax software platforms (CCH Axcess, SafeSend, TaxCaddy).
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication.

Responsibilities

• Tax Return Administration & Filing: Coordinate onboarding, processing, delivery, and filing of client tax returns.
• Client Onboarding & Account Management: Manage onboarding, client records, and documentation.
• Technology & Systems Support: Provide first-level support for staff using tax platforms (CCH Axcess, SafeSend, TaxCaddy).
• Workflow & Operations Management: Coordinate workflow across tax teams to ensure timely engagements.
• Financial Administration & Reporting: Maintain fee quotes and assist with billing and reporting.
• Document & Information Management: Organize client records and ensure confidentiality.
• Administrative Support: Manage scheduling and communications with clients and vendors.

Skills

Tax administration

Onboarding coordination

Project management

Multitasking

Communication skills

Excel proficiency

Education

Bachelor's degree in Accounting, Finance, MIS, or related field

Tools

CCH Axcess

SafeSend

TaxCaddy

Job description

Corient is seeking a highly organized Senior Tax Administrator to support the operational, administrative, and technology functions of our tax practice. This role serves as a central resource for tax return workflow management, client onboarding, tax return delivery, technology support, financial tracking, and process improvement initiatives.

The ideal candidate will possess strong organizational and communication skills, a solid understanding of tax administration processes, and the ability to