Tax Advisor

Tax Administrator We are a boutique accounting firm in Woodland Hills, CA. We serve clients more effectively by providing an atmosphere of growth and excellence, up-to-date professional information, and staff continuity. In turn, that allows us to look consistently beyond mere numbers and help clients identify and exploit business opportunities. This position requires a local candidate to work in the office 2-3 days per week and the remainder from home. Tax Administration E?Filing operations maintenance Releasing E?file forms and extensions during tax season as well as off-season Generating reports to accurately maintain released database as well as pending tax returns that are ready to be released Managing e?signature through the database (Axcess Tax Program/Workflow) Create, manage, and distribute tax engagement letters Create, manage, and distribute tax organizers (paper, PDF, and My1040Data) Oversee roll over of tax returns in tax software Assist with tax configuration/defaults Assist in scanning tax return documents Xpitax Outsource liaison ? formatting workpapers and sending/receiving tax projects to/from Outsource 1099's, business licenses, and property taxes ? coordinating and filing CCH Axcess Administration Manage client database in CCH including oversee client set?ups and client updates Workflow project administration Create and Manage due date and projects in Workflow Roll over due date projects in Workflow Document administration Empty out document trash can Update "years" folders in Document Update settings in Document as needed Portal administration Creating portals Portal troubleshooting with clients Adding additional portal users for clients Process tax documents uploaded to portal and Share Safe Oversee client requests as it relates to portal management, organizer management, client database updates, client document requests, etc. Technology Work with technology partner in managing the following 3rd party software providers (Cetrom, CCH, etc.) as well as technology related vendors Assist in managing tickets with Cetrom Oversee execution and implementation of technology resources including purchasing, training, and application A. Collaborating with the technology committee to find solutions to on?going technical issues and research new software to stay innovative in information management. Maintain computer and any tech hardware needs #J-18808-Ljbffr