Tax Associate (Fully Remote)

Parallel Advisors; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

Parallel Advisors, LLC in the United States is seeking a detail-oriented Tax Support Specialist to assist the tax team with data management and workflow coordination.

You will maintain client data files, verify imports into tax software, coordinate e-file processes, and act as a liaison among tax pros, clients, and financial advisors, handling inquiries and invoicing to ensure smooth engagements. The role requires strong organizational skills and the ability to manage multiple engagements.

Qualifications

• Responsibilities are focused on data management, workflow coordination and client invoicing within a tax environment.

Responsibilities

• Support tax team members by maintaining client data files, managing workflows, and verifying accurate data imports into tax software.
• Coordinate all stages of tax engagements, including organizing client documents, obtaining signatures, and administering e-file processes.
• Act as a liaison between tax professionals, clients, and financial advisors while handling inquiries, document requests, and client invoicing.

Job description

• - Support tax team members by maintaining client data files, managing workflows, and verifying accurate data imports into tax software.
• - Coordinate all stages of tax engagements, including organizing client documents, obtaining signatures, and administering e-file processes.
• - Act as a liaison between tax professionals, clients, and financial advisors while handling inquiries, document requests, and client invoicing.