Tax Administrator

Job Description

Job Description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Administrator  to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a tax role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to tax strategy. If you can articulate your proven success in a tax support role, we want to hear from you, ASAP!

The Tax Administrator provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. 

Day-to-Day as a Tax Administrator

• Work with a high-performing & growth-oriented team

• Speak your mind, have your voice heard, innovate, and streamline existing processes
• Grow yourself personally and professionally with the support of your team 
• Process Documents that clients upload and facilitate Canopy Task “kick-off”, so the associate knows to begin preparation
• Send client signature forms for filing return/extension
• Monitor tax team inbox and respond to incoming emails/hand off to manager
• Filing of return/extension after signature
• Closing Salesforce cases and Canopy tasks
• Filing client tax returns
• Sending confirmation of return acceptance to clients
• Assist with preparing federal and multi-state individual and trust income tax returns.
• Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
• Evaluate and communicate appropriate tax planning strategies.
• Review documents and tax returns for accuracy.
• Perform tax technical research.
• Coordinate and communicate with other team members to perform job functions.
• Other various assigned projects associated with tax and wealth services.

What You Bring as a Tax Administrator: 

• Bachelor’s degree in accounting or related field
• 1 - 2 years of experience in a tax role
• Desire for lifelong learning, including working toward CPA or EA designations.
• Knowledge of tax laws and concepts
• Familiarity with Form 1040 and/or Form 1041
• Strong technical skills
• Attention to detail and ability to take initiative to meet deadlines
• Strong communication skills (written/verbal) and professionalism
• Ability to work independently and remain flexible as priorities change
• Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
• Excellent organizational skills, ability to multitask, and detail-oriented
• Able to navigate a fast-paced environment with a positive attitude

Job Type : Full-time, salaried exempt

Location : This position is based out of our office in Houston, TX.  This is an in-office position.

Salary : $65,000 base salary, plus $10,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.