Tax & Advisory Admin - Flexible Work Arrangements

Rehmann Robson LLC; Michigan; On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Volunteer PTO

Flexible work arrangements

Career development

Job summary

Rehmann Robson LLC is seeking a detail-oriented professional to manage client communications, document workflows, and tax return coordination. You will set up new clients, manage forms and signatures, and oversee e-file processes with GoFileRoom, Axcess, SafeSend Gather and Suralink.

The role requires strong MS Office skills, attention to detail, and professional client interaction. A related degree or paralegal certification is preferred, with opportunities for growth within the firm.

Qualifications

• Associates degree, paralegal, and/or equivalent work experience.
• Proficient in Microsoft Office suite, including Outlook, Excel, and tax software for project mgmt.
• Clear, factual communication; maintain confidentiality and professionalism.

Responsibilities

• Create client lists, mail merge, send via DocuSign, and follow up on signatures.
• Manage consent forms (7216 Marketing, 7216 RFG, 3rd party releases).
• Set up new clients and close out clients in GoFileRoom, Axcess, SafeSend Gather and Suralink.
• Oversee SafeSend Gather tasks: document sorting, user setup, sending requests.
• Communicate with clients regarding estimates, extensions, and notices.
• Coordinate tax return processing: organizers, reminders, deadlines.
• Foster relationships with clients and associates, addressing inquiries promptly.
• Oversee e-file status, rejections, and Power of Attorney processing.
• Coordinate Federal/State notices and responses; ensure timeliness.

Skills

Client management

Communication

Attention to detail

Time management

Professional image

Education

Associates degree

Paralegal certification

Tools

GoFileRoom

Axcess

SafeSend Gather

Suralink

GFR

Job description

Rehmann Robson LLC is seeking a detail-oriented professional to manage client communications, document workflows, and tax return coordination. You will set up new clients, manage forms and signatures, and oversee e-file processes with GoFileRoom, Axcess, SafeSend Gather and Suralink.

The role requires strong MS Office skills, attention to detail, and professional client interaction. A related degree or paralegal certification is preferred, with opportunities for growth within the firm.