Project Manager - Tax Admin

Job Description

Job Description

Tax Administrator / Tax Project Manager

Location: Downtown Salt Lake City, UT
Schedule: Full-Time, In-Office
Benefits: Health, Dental & Vision Insurance | PTO | Paid Holidays | Retirement Plan

About the Role

We are looking for a highly organized, proactive Tax Administrator / Tax Project Manager to join our accounting firm in downtown Salt Lake City.

This is a key role within our firm. You will work closely with a CPA to keep tax engagements, client requests, deadlines, and internal projects moving forward. The ideal candidate is someone who enjoys creating order, staying ahead of deadlines, communicating with clients, and making sure nothing falls through the cracks.

You should be comfortable working in a professional, deadline-driven environment and managing multiple priorities at once.

What You'll Do

Tax & Project Management

• Keep the CPA organized and on track with tasks, projects, client deliverables, and deadlines
• Track tax return progress and follow up on outstanding items
• Coordinate workflow during tax season and throughout the year
• Help ensure projects move efficiently from start to completion
• Identify upcoming deadlines and proactively follow up with the CPA, team members, and clients

CRM & Firm Administration

• Manage and maintain the firm's CRM
• Keep client records, tasks, statuses, and deadlines accurate and up to date
• Create and maintain efficient administrative workflows
• Make sure client requests and internal tasks are properly documented and followed through to completion

Client Communication

• Communicate professionally and promptly with clients by phone and email
• Request missing documents and information from clients
• Provide clients with status updates and next steps
• Coordinate signatures and other required documentation
• Help create an organized, responsive, and professional client experience

CPA Support

• Manage and organize the CPA's email inbox
• Identify and prioritize emails requiring attention or follow-up
• Help ensure important client communications and requests are not missed
• Coordinate the CPA's outstanding tasks and priorities

Tax Return Administration

• Prepare completed tax returns and related documents for client review and signature
• Coordinate electronic signature requests and required authorizations
• Ensure required documents are complete before returns move to the next stage
• Maintain organized electronic client files and documentation

Who We're Looking For

You may be a great fit if you are:

• Exceptionally organized and naturally good at keeping track of details
• Proactive—you don't wait to be told about every follow-up that needs to happen
• Comfortable holding others accountable to deadlines and commitments
• Able to manage many clients, projects, and deadlines simultaneously
• Professional and confident when communicating with clients
• Comfortable managing a busy professional's email inbox and priorities
• Tech-savvy and able to learn CRM, tax, and accounting software
• Detail-oriented and committed to accuracy
• Calm and dependable during busy periods
• Someone who takes ownership and follows tasks all the way through completion

Previous experience in a CPA firm, accounting firm, tax office, professional services firm, project management, or administrative role is a plus but not required. 

Benefits

We value our team and offer a competitive benefits package that includes:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off (PTO)
• Paid holidays
• Retirement plan

Position Details

This is a full-time, in-office position located in downtown Salt Lake City, Utah.

If you are highly organized, enjoy working with clients, and get satisfaction from keeping people, projects, and deadlines on track, we'd love to hear from you.