Tax Administrative Assistant

Position Summary

We are seeking a Tax Administrative Assistant with advanced Excel skills to join our team of dedicated professionals. This full-time position can be hybrid out of the Century City office. The Tax Administrative Assistant is responsible for assisting Staff and Managers with administrative components of tax filing.

This role is located in Century City, CA or Encino, CA. 

Primary Responsibilities

• Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts
•  Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments
• Provide supporting documentation for Account Management personnel to use to book payments and receivables
• Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing
• Assemble and coordinate all documentation necessary for requests to E-File Department
• Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors
• Maintain awareness of return diagnostics to point out possible impediments to the filing process
• Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary
• Monitor booking of tax AJE’s
• Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
• Train new hires on the policies and procedures of the tax department
• Assist in tracking of K-1’s and other tax-related documents
• Draft IRS and other tax authority correspondence when requested
• Assist with scanning and filing of tax documents
• Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the fir
•  Run reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified
• Other projects and duties as assigned

Qualifications

• High school diploma with 2+ years in a similar role is required,
• Bachelor's Degree is preferred
• Excellent verbal and written communication and consultative skills
• Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
•  Comfort communicating with all levels of the organization
• Highly organized and meticulous attention to detail
• Advanced knowledge of Microsoft Office Suite, particularly Excel (macros)
• Ability to handle multiple priorities
• Ability to work in a team environment and independently when needed
• Some knowledge of tax filing processes or similar experience

This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,024 - 54,943. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.