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Tax Operations Administrator (Fully Remote)

$70k - $80k

Confidential

New York, NY
  • Remote job

Coordinate client and financial advisor communication to ensure complete documentation and timely status updates. Manage tax systems data, upload client documents, and verify accuracy of records. Support tax filing and compliance by coordinating Form 8879 submissions and tracking regulatory notices. Requirements: High school diploma required; associate or bachelor's degree preferred with at least three years of tax operations experience. Proficient in Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document. Strong organization, communication, and problem-solving skills with ability to work independently in a remote environment. Competitive base salary of $70,000–$80,000 per year with medical, dental, vision, and 401(k) matching. 18 days of accrued PTO annually, 12 paid holidays, and paid parental/caregiver leave. Professional development opportunities and additional voluntary benefits. Confidential Confidential is a wealth management firm focused on delivering high-quality tax services through operational excellence and exceptional client service. The company fosters a collaborative, remote-friendly culture that values continuous improvement and team support. #J-18808-Ljbffr Confidential

Vacancy posted 4 days ago
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