Tax Administration & Operations Specialist

Sorren; Madison (WI); On-site; USD 38,000 - 46,000; Full time

Job summary

Sorren is seeking an administrative support professional to assist service line leaders and teams with day-to-day operations, calendar management, meeting coordination, and event planning.

You will prepare, proofread, and format correspondence and client deliverables, and support time entry, billing, and project tracking while maintaining confidential department files and CRM data. You will collaborate with firmwide teams and remain flexible to handle diverse duties as assigned by leadership.

Responsibilities

• Manage calendars, coordinate meetings and assist with planning department events, trainings, and key deadlines.
• Prepare, proofread, and format correspondence, reports, and client deliverables.
• Assist with time entry review, billing preparation, and project tracking to support client service.
• Maintain department records, files, and systems in alignment with firm policies and confidentiality standards.
• Assist with client relationship management, including maintaining contact information and CRM data.
• Collaborate with firmwide administrative and operations teams to share best practices and ensure consistency across departments.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.

Job description

Sorren is seeking an administrative support professional to assist service line leaders and teams with day-to-day operations, calendar management, meeting coordination, and event planning.

You will prepare, proofread, and format correspondence and client deliverables, and support time entry, billing, and project tracking while maintaining confidential department files and CRM data. You will collaborate with firmwide teams and remain flexible to handle diverse duties as assigned by leadership.