Senior Tax Administrator

Summary

Join Aprio's Tax Operations team as a Senior Tax Administrator and provide comprehensive administrative support to partners, managers, and staff. You will develop strong client relationships, manage calendars and meetings, prepare documents, and coordinate various tasks. The role demands exceptional organizational skills, attention to detail, and the ability to handle multiple responsibilities simultaneously. You will utilize CRM tools, prepare presentations, and handle confidential information. This position offers opportunities for professional growth within a progressive, fast-growing firm. Aprio provides a top-rated culture and various benefits.

Requirements

• Proven experience as an administrative assistant or relevant administrative role (required)
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
• Strong interpersonal and communication skills, both written and verbal
• Exceptional organizational and time-management skills
• Ability to multitask and prioritize tasks effectively
• Discretion and confidentiality when handling sensitive information
• Detail-oriented with a commitment to accuracy
• Ability to adapt to changing priorities and work in a fast-paced environment

Responsibilities

• Develop and maintain strong rapport with clients, providing exceptional service and support
• Correspond with clients through written and verbal communication and greet clients in person as needed
• Prepare, edit, and track engagement letters accurately and efficiently
• Manage calendar appointments and coordinate meetings for multiple partners
• Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events
• Create, revise, and design PowerPoint presentations for various purposes
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
• Complete client setup forms for new clients and engagements
• Handle confidential correspondence and files with discretion
• Prepare expense reports and assist with invoicing and accounts receivable support
• Proofread and prepare correspondence including client engagement letters and response letters to IRS and various tax authorities
• Act as a change agent for implementing new processes within the department and guide team members accordingly
• Manage due date reporting to meet IRS/Tax authority deadlines
• Conduct data management and cleanup of projects in applications
• Coordinate receipt of signed e-File authorizations and follow up on missing forms required for e-filing
• Assist in the delivery of tax returns not handled by the centralized delivery team
• Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs
• Support with processing certified mail and coordinate catering for team meetings and events
• Scan client documents and consolidate filing
• Participate in standby national pool support as needed
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Preferred Qualifications

• Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
• Familiarity with tax-related processes and procedures (preferred)
• High school diploma or equivalent; additional certification in office management is a plus
• Familiarity with CRM tools, preferably HubSpot (preferred)
• Familiarity with CCH Axcess, Suralink, Caseware, and CCH Workflow (preferred)

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options