Lead Tax Administrator

This team provides administrative support to the tax department (Partners, Managers, Associates, and Interns) in addition to assisting with client services and performing tax-related work. ABIP is seeking a hardworking team player who knows what it takes to lead others, helps meet strict deadlines, and helps exceed client expectations—even during the busiest of times.

Responsibilities

• Analyze, maintain, and regularly disperse monthly project due date lists
• Follow up meetings and confirmation with managers that tasks are addressed by due dates
• Train and lead others in abip processes and technology
• Establish more efficient and effective ways to streamline processes in the administrative work for the department
• Ensure we are utilizing the technology to the best of our ability on a daily basis
• Create workflows for the team that plays off the strengths of each team member
• Review and distribution of tax documents to staff based on workloads
• Releasing authorization filing forms, confirming acceptances, notifying managers of rejections and following up for resubmitting, and updating information in tracking program
• Monitoring staff and managers’ workflows to ensure work is not stale
• Receiving, entering, and posting invoices as returns are processed as well as semi-monthly
• Active participant in team meetings and activities
• Communication with clients via email and phone calls
• Special projects and reports as requested
• Assist with assembling tax returns and reports
• Assist with rotational schedule and overflow calls for Receptionist, as required
• Perform various other administrative tasks for the office as required

Education and Experience

• High School Diploma or GED required. Associate degree desired
• 5+ years of experience providing administrative support to a public accounting firm’s Tax Department
• Prior supervisory experience a plus

Skills and Abilities

• Proficiency with Microsoft Excel, Word, PM, UltraTax, CCH
• Demonstrated documentation, project management, organizational skills, and attention to detail
• Ability to drive to train and lead others
• Ability to balance multiple client projects and other responsibilities
• Professional demeanor and strong communication skills, both written and oral
• Ability to interact and communicate effectively with all levels of engagement management and client personnel
• Able to work independently as required