Tax Administrator

Aprio; Phoenix (AZ); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Profit Sharing

9+ Holidays

Parental Leave

Tuition Assistance CPA support

Discretionary incentive

Origination incentives

Wellness program

Remote/Hybrid options

Job summary

Aprio’s Tax Operations team is seeking a Tax Administrator to join a fast-growing CPA and advisory firm. You will support tax return processing, e-filing, document preparation and client communications while coordinating with partners and staff.

The role emphasizes organization, precision, and the ability to manage multiple deadlines in a dynamic tax practice environment. The ideal candidate has 5+ years of administrative experience, solid Excel skills, and a proactive, service-oriented mindset.

Qualifications

• 5+ years administrative experience; experience in a tax practice is a plus.
• Intermediate to advanced Excel; ability to learn Excel features and formulas
• Intermediate to advanced PowerPoint and Word
• Technology savvy; strong interpersonal and communication skills
• Able to manage upwards and coordinate with multiple stakeholders

Responsibilities

• Schedule and organize complex activities (meetings, travel, conferences) for department members.
• Deliver tax returns, extensions and estimates in electronic and paper formats.
• Prepare zero extensions and e-file tax returns.
• Coordinate receipt of signed e-file authorizations and client letters to IRS and tax authorities.
• Prepare expense reports and manage invoicing in a professional services setting.
• Handle confidential correspondence and client onboarding; manage workload with team.

Skills

Great interpersonal skills

Managing upwards

Detail oriented

Problem solving

Multi-tasking

Tools

Excel

PowerPoint

Word

Windows applications

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio'sTax Operationsteam and you will help clients maximize their opportunities. Aprio LLC is a progressive, fast-growing firm looking for a Tax Administrator to join their dynamic team.

Responsibilities:

• Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department.
• Deliver tax returns, extensions and estimates in both electronic and paper format
• Preparation of zero extensions in tax software
• e-Filing of tax returns
• Coordination of receipt of signed e-File authorizations
• Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
• Possess a general understanding of invoicing and reporting in a professional services environment
• Preparation of expense reports
• Handling confidential correspondence and files and new client set up
• Coordinating and managing workflow with the team
• Managing due date reporting for meeting IRS/Tax authorities deadline
• Management of partner prospects and leads
• Reporting in various programs
• Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs
• Support with processing of certified mail
• Assist in front desk/receptionist rotation

Qualifications:

• 5+years Administrative Experience; experience in a Tax Practice is a plus
• Intermediate to Advanced Excel. More importantly, the ability to be resourceful in learning Excel features and formulas
• Intermediate to Advanced Power Point and Word
• Technology Savvy
• Great interpersonal skills
• Skilled at managing upwards

Skillset:

• Ability to analyze and revise operating practices to improve efficiency
• Detail oriented and comfortable working in a fast-paced and time sensitive office environment
• Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct
• Aptitude for working with a diverse group of important external clients as well as internal associates at all levels of the organization
• Exceptional written and verbal communication skills are necessary
• Superior organization skills and dedication to completing projects in a timely manner
• Organizes and prioritizes large volumes of information and calls
• Acts as the ambassador of the department
• Ability to work independently and acts as project manager on special projects
• Proofreads for spelling, grammar and formatting, making appropriate changes. Responsible for accuracy and clarity of final copy
• Ability to learn quickly and become proficient with Aprio's Windows based applications

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave - coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What's in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.