Tax Administration & Client Services Specialist

Chortek LLP; Wisconsin; On-site; USD 52,000 - 76,000; Full time

Job summary

Chortek LLP is seeking a detail-oriented Tax Administrator to support the Tax team. You will coordinate tax return preparation activities, collect client information, maintain tax records, and assist tax professionals throughout engagements.

The role emphasizes client communication, organization, and efficient team support, with potential involvement in onboarding and process improvements. Wisconsin-based, on-site position with strong data management expectations.

Qualifications

• Associate's or Bachelor's degree in Business, Accounting, Management, or related field preferred.
• Minimum of 5 years of administrative, tax, accounting, or related professional experience.
• Basic accounting knowledge and familiarity with financial documents.
• Strong data entry, data verification, and document management skills.

Responsibilities

• Coordinate administrative aspects of tax engagements.
• Enter, review, and maintain client and tax-related data.
• Track receipt of client documents and ensure timely information.
• Manage shared departmental email inboxes and route requests.

Skills

Communication

Organization

Attention to detail

Data entry

Microsoft Office

HubSpot CRM

CaseWare

Cash handling, document mgmt

Education

Associate degree or Bachelor's in related field

5+ years administrative/tax-related experience

Tools

CCH Axcess Tax

Safesend

CaseWare

HubSpot

Karbon

Job description

Chortek LLP is seeking a detail-oriented Tax Administrator to support the Tax team. You will coordinate tax return preparation activities, collect client information, maintain tax records, and assist tax professionals throughout engagements.

The role emphasizes client communication, organization, and efficient team support, with potential involvement in onboarding and process improvements. Wisconsin-based, on-site position with strong data management expectations.