Tax Operations Administrator

Wojeski & Company CPAs; Town of Colonie (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Generous paid time off

Performance-based bonus plan

401(k) with employer match

Health insurance with company-paid premiums

Job summary

Join Wojeski & Company CPAs in Town of Colonie as a Tax Operations Administrator, where your organizational skills will be essential. You will manage tax filings, keep clients informed, and support tax operations during peak seasons.

The ideal candidate has an Associate's degree or equivalent experience, with 3-5 years in a professional environment, preferably public accounting. Enjoy a competitive salary of $55,000 - $75,000, generous paid time off, and a supportive team environment.

Qualifications

• 3-5 years in a professional office environment with public accounting experience.
• Willingness to commit extra hours during peak tax seasons.

Responsibilities

• E-file federal and state tax returns and extensions.
• Process and collate finalized tax returns for clients.
• Manage tax documents and e-file authorization forms.
• Set up and maintain client files year-round.
• Assist in preparation for the next filing season.
• Provide administrative support during busy tax seasons.

Skills

Detail-oriented

Organizational skills

Time management

Verbal communication

Written communication

Team collaboration

Education

Associate's degree in business or equivalent experience

Tools

Microsoft Office

CCH Axcess Software

ELF Electronic Filing System

Job description

Join a team where your organizational skills and attention to detail make a real difference. As our Tax Operations Administrator, you'll be the backbone of our tax and operations departments - keeping filings on track, clients well-informed, and our busy seasons running smoothly. If you thrive in a structured, professional environment and enjoy owning a process from start to finish, this role is built for you.

WHAT YOU'LL DO

• E-file federal and state tax returns and extensions
• Process, collate, and send finalized tax returns to clients
• Scan and manage tax documents and e-file authorization forms
• Set up and maintain client files throughout the year
• Assist with tax organizers and preparation for the next filing season
• Provide administrative and tracking support during busy tax seasons
• Serve as backup support for general business functions (reception, scanning, filing)

WHAT WE'RE LOOKING FOR

• Associate's degree in business preferred; equivalent experience considered
• 3-5 years in a professional office environment - public accounting experience is a strong plus
• Familiarity with CCH Axcess Software and ELF Electronic Filing System preferred
• Proficient with Microsoft Office and professional email communication
• Detail-oriented with strong organizational and time management skills
• Collaborative team player with clear verbal and written communication skills
• Willingness to commit extra hours during peak tax season when the team needs it

WHAT WE OFFER

• Competitive salary: $55,000 - $75,000 based on experience
• Generous paid time off plus reduced summer hours
• Performance-based bonus plan
• 401(k) with employer match
• Health insurance with company-paid premiums