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Tax Processor/ Administrator

Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGBoca Raton, Florida
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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site

Job Description

We are currently looking for an Tax Processor/ Administrator for our Miami Accounting office.

The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants.  A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. 

RESPONSIBILITIES

  • Support Tax Partners including calendar management and scheduling of client meetings in person, via telephone or virtually.
  • Process and/or create various client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondences.
  • Communicate with clients regarding documentation requests and answer general questions
  • Assists with general office duties, including ordering of supplies, distribution of mail, answering of phones, scanning and faxing.
  • Responsible for maintaining a client database and onboarding of new clients

REQUIREMENTS

  • Team player that has strong communication and organizational skills
  • Ability to multi-task and exercise good judgement and take ownership when dealing with task   
  • Travel Required to the post office, grocery store and restaurants
  • Overtime and weekends required during peak times, as needed
  • Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must.
  • Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management.
  • Four plus years of administrative and tax processing experience at a public accounting firm

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FAQs About Tax Processor/ Administrator Jobs at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG

What is the work location for this position at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG?
This job at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG is located in Boca Raton, Florida, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG?
Employer has not shared pay details for this role.
What employment applies to this position at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG?
Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG lists this role as a Full-time position.
What experience level is required for this role at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG?
Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What is the process to apply for this position at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG?
You can apply for this role at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.