Tax Administrator: Client Onboarding & Data Integrity

Jacobson Lawrence & Company; Seattle (WA); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading financial services firm in Seattle is seeking a Tax Administrator to support the tax department by managing client onboarding, document organization, and tax preparation assistance. The ideal candidate has a BA with 3-5 years of administrative experience, excellent communication, and proficiency in QuickBooks and Excel. The role includes client interaction, ensuring all information is accurate and timely. This position offers an opportunity to work with nonprofit organizations in a collaborative environment.

Qualifications

• 3-5 years progressively responsible experience in administrative field.
• General understanding of basic tax returns and financial statements.
• Highly flexible and positive in nature, able to manage multiple timelines.

Responsibilities

• Set up new clients in the firm’s tax system and maintain accurate records.
• Prepare and file tax extensions and assist in tax return preparation.
• Serve as the primary point of contact for tax clients.

Skills

Organized

Detail-oriented

Excellent communication skills

Analytical

Ability to work independently

Education

BA

Tools

Microsoft Office

QuickBooks

Excel

Job description

A leading financial services firm in Seattle is seeking a Tax Administrator to support the tax department by managing client onboarding, document organization, and tax preparation assistance. The ideal candidate has a BA with 3-5 years of administrative experience, excellent communication, and proficiency in QuickBooks and Excel. The role includes client interaction, ensuring all information is accurate and timely. This position offers an opportunity to work with nonprofit organizations in a collaborative environment.