Tax Administrative Assistant
LMW Financial
- Salary
- $54k - $67k
- Experience
- 1+ yrs
- Location
- Studio City, California, United States
- Job type
- Full-time
About the role
<div class="benefits">
<div><strong>Benefits:</strong></div>
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Competitive salary</li>
<li>Free food & snacks</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
</ul>
</div>
<div class="trix-content">
<div>Calling all tax support superstars!<br><br>
</div><div>The Tax Administrator is responsible for providing administrative support to the Tax Department. The role involves managing various tasks related to tax document processing, client communication and internal procedures. <br><br>
</div><div>Key responsibilities include:<br><br>
</div><div>· Assembly, processing & delivery of tax documents (paper & efle)</div><div>· Organize, scan, and process tax -related paperwork efficiently</div><div>· Send Tax Summary to clients</div><div>· Manage status of tax finalization progress</div><div>· Assist the billing department with collection of tax preparation invoices</div><div>· Manage the scan & autoflow process for client documents used by tax preparers</div><div>· Manage the mail for incoming client tax documents</div><div>· Manage office calendar</div><div>· Send client engagement letters</div><div>· Send Client Tax Authorization forms via DocuSign</div><div>· Manage responses from clients regarding tax filing, tax status and ensuring timely and effective communication</div><div>· Field all client communication regarding signing process & other tax related questions as needed</div><div>· Manage Admin email, files received via client portal, signed documents, tax rejections, acceptance and assist tax team with extensions.</div><div>· Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals</div><div>· Provide support to the CEO</div><div>· Serve as backup to the Front Desk Administrator and Billing Manager as needed<br><br>
</div><div>Qualifications:<br><br>
</div><div>· Ability to work independently and handle sensitive information confidentially</div><div>· Microsoft Office Suite required (Excel, Word, Outlook, etc)</div><div>· 1-3 years tax office experience</div><div>· Strong interpersonal skills to collaborate with the team</div><div>· Comfortable working in a fast-paced, deadline driven environment, particularly during tax season.</div>
</div>
About LMW Financial
Full-service accounting and business management for high-net-worth clients.
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.