Tax Administrator: Client Onboarding & Data Integrity
Jacobson Lawrence & Company
A leading financial services firm in Seattle is seeking a Tax Administrator to support the tax department by managing client onboarding, document organization, and tax preparation assistance. The ideal candidate has a BA with 3-5 years of administrative experience, excellent communication, and proficiency in QuickBooks and Excel. The role includes client interaction, ensuring all information is accurate and timely. This position offers an opportunity to work with nonprofit organizations in a collaborative environment. #J-18808-Ljbffr Jacobson Lawrence & Company
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Administrator: Client Onboarding & Data Integrity in Seattle, WA vacancy
$21.3 - $30 per hour
...Tax Administrator We are looking for a professional and enthusiastic person who enjoys the... ...include setting up new clients in our system, tracking client documents... .... Key Responsibilities: Client Onboarding & Data Management Set up new clients in the...DataHourly payFull timePart timeWork at officeFlexible hoursShift work- Threadline Wealth is seeking a Client Service Associate to partner with Wealth Advisors and internal teams, providing... ...operations, trading, portfolio management, tax, and billing teams. You will support onboarding, data management, and client communications, with strong...Data
- ...3 years in a Sale Support / Client Engagement Role for new or existing... ..., Apex, VF, Salesforce Integration, Security implementationsExperience... ...experience with Tools like Data Loader, Eclipse, SoapUI, APEX... ...Salesforce Advanced Administrator.Salesforce configuration activities...DataPermanent employmentFull timeH1bFlexible hours
- A professional services firm in Seattle is seeking an Administrator for its Tax department. The successful candidate will handle client onboarding, manage documents, and assist the tax team. Exceptional communication and organizational skills are crucial, as this role...Suggested
- ...+ years' experience working with SFDCStrong SFDC knowledge and Integration components for SFDC ( Cloud integration, Cloud Security Aspects... ...SOSL and SOQL , Workflows.Hands on experience with Tools like Data Loader, Eclipse, SoapUI, APEX Explorer, Ant Scripts, AJAX tool...DataPermanent employmentH1bFlexible hours
- ...development Vision insurance Job Description Silverthorne Advisory Group is seeking a Data Integration Engineer to join an exciting and growing opportunity supporting Defense sector clients. This position is ideal for an engineer who enjoys solving complex enterprise data...DataWork from homeFlexible hours
- ...make an impact?Senior Integration Product Manager About... ...development, roadmap, and client enablement of Lamina’s... ...management, onboarding, or Capital Markets workflows... ...managed packages, APIs, data mapping, middleware... ...experience. Salesforce Administrator, nCino, or related certifications...DataLocal areaImmediate start
$45 per hour
...Job Title: Merchant Onboarding Associate Position Type: Onsite Location... ...handle items based on data, such as priority SKU submissions... ...proficient in system tools, SQL‑based integrated data tools (no coding... ...delivering unparalleled service to clients, fostering employee growth,...DataWork experience placementIpro Networks Pte. Ltd.
Bellevue, WA4 days ago- ...programs and more. Zenoti helps clients streamline their systems and... ...industry to support customer onboarding, drive product adoption, and... ..., ensuring seamless setup, integration, and initial success with our... ...Proficiency in analyzing product usage data and presenting actionable...DataLocal areaRemote work
$95.4k - $163.2k
...join our Finance and Business Integration team.This candidate will work... ...to think critically, analyze data, problem-solve, scope... ...in Big Four with Fortune 500 clients- Experience researching and documenting... ...support for the interview or onboarding process, please visit for...DataOngoing contractLocal areaImmediate startFlexible hours$264k - $379.5k
...how work gets done.Snowflake is redefining how enterprises bring data, applications, and AI together. As customers build AI systems... ...ServiceNow, and other leading application platforms.Historically, integrating this data meant building pipelines, duplicating data, losing...DataDay shiftAfternoon shift$134.5k - $265.1k
...experience with proprietary data, AI-native decision intelligence... ...rather than one-off client implementations. Position Summary... ...architecture, reusable services, integration patterns, cloud platform... ...implementation, configuration, and onboarding patterns that reduce the time...DataLocal area- ...skilled Director of Lateral Integration to join the firm in... ...leads the strategic onboarding and integration of... ...productivity, supporting client transitions, building... ...safeguard your personal data. Responsibilities... ...experience in law firm administration, professional services...DataWork at officeRemote work
$129.81k - $197.8k
...development opportunities, strengthen client relationships, and proactively drive go... ..., and pitch materials.Utilize data, market intelligence, and CRM tools to... ...resources, and knowledge repositories.Support onboarding and integration efforts for lateral hires within the...DataFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$58.62 - $60.71 per hour
...technically proficient DAM Workflow & Integrations Manager to lead workflow optimization,... ...the impact of AI implementations, using data to drive further optimization and adoption... ...5 years of experience in DAM systems administration, workflow management, or marketing technology...Data- ...Technology Architect | Data Management Meta Data |... ...to relocate to client’s location will be considered... .... Ensure seamless integration of Collibra with platforms... ...through training, onboarding, and support for data... ...modeling, and platform administration. Strong understanding...DataHourly payContract workRelocation
$92.25k - $114.1k
Scientist I - Integrative Analysis of SEA-AD and Community Multiomics Datasets The mission of the Allen Institute is to understand the principles... ...profiling technologies, we are generating large‑scale data sets from well‑characterized donors that span the spectrum of AD...DataWork at officeLocal areaRemote workVisa sponsorshipRelocation package$68.64k - $85.8k
...Responsibilities: Manage end-to-end process of onboarding new clients, from straightforward to the most... ...daily reports and alerts to ensure data integrity Develop and maintain procedures and... ...Security (DHS) or Social Security Administration (SSA) so you can begin to resolve...DataPermanent employmentTemporary workWork experience placementFlexible hoursCI Financial
Seattle, WA3 days ago- ...role supports lateral partners by opening their portable matters, organizing client data, and coordinating with the Conflicts, Intake, Contracts and Governance teams to ensure a smooth onboarding process. You will draft initial engagement letters, track progress, and...Data
- ...Deployment, Apex, VF, Salesforce Integration, Security... ...on experience with Tools like Data Loader, Eclipse, SoapUI, APEX... ...ProcessesCertified Salesforce Advanced Administrator.Salesforce configuration activities... ...work in team environment and client interfacing skills.Analytical...Data
$143.64k - $235.6k
...to provide our target users/clients with effective product solutions... ..., Open platforms, and seller integration tools. By collaborating with... ...DTC and TTS. Through data analysis, identify product issues... ...the products (such as seller onboarding success rate, catalogue assortment...DataTemporary work- Accenture is seeking a senior Data Architect in the United States to design enterprise... ...prem and multi‑cloud environments. You will integrate data virtualization, active metadata,... .... Travel up to 100% may be required depending on client needs. #J-18808-Ljbffr AccentureData
- ...Deployment, Apex, VF, Salesforce Integration, Security... ...on experience with Tools like Data Loader, Eclipse, SoapUI, APEX... ...ProcessesCertified Salesforce Advanced Administrator.Salesforce configuration activities... ...work in team environment and client interfacing skills.Analytical...DataPermanent employmentH1b
- ...solutions that build businesses and brands across our integrated suite of products.About the RoleThe Client Solutions Manager (CSM) will work closely with the... ...opportunities spanning the full marketing funnel. They will use data and analytics to build consultative solutions for...Data
- ...Limited is seeking a People & Culture Coordinator to support onboarding, recruitment, and HR programs at our Coast Seattle Downtown location... ...You will assist with benefits, records maintenance, and HRIS data integrity while promoting our inclusive culture and service excellence....Data
- ...seeking an Operations Analyst to help set up new client portfolios within the firm's accounting system and to support onboarding activities in Seattle. You will interact with... ...interactions while maintaining meticulous data quality and meeting tight deadlines. Strong communication...Data
- CreatorIQ is seeking a Technical Product Manager, Integrations to own the bi-directional data flow between 3P ecosystems and our platform. You’ll define... ...and well-documented. You’ll collaborate with Enterprise clients, ecosystem partners, and internal teams to translate...Data
- ...land intelligence platform, is seeking a client‑facing professional who will own the production... ...leadership and product teams to turn data into clear, credible outputs that clients... ...’ll also contribute to sales enablement, onboarding, and account management, shaping how we...Data
$63k - $86k
...highly personalized client experience. We are... ...management, tax, billing, and other... ...meeting coordination, onboarding, service request processing, data management,... ...Onboarding and Account Administration Manage and track the... ...data accuracy and integrity to ensure client...DataWork at officeRemote work3 days per week1 day per week$100k - $140k
...experienced Operations Manager to lead client service for one of our Bellevue teams.... ...their professional development. Oversee onboarding and training of new client service team... ...maintenance of client information and ensure data integrity within the CRM. Assist Wealth Managers...DataTemporary workWork at officeRemote work2 days per week3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Administrator: Client Onboarding & Data Integrity. Be the first to apply!
