Tax Operations Administrator

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Tax Operations Administrator based in the United States. This is a full-time, fully remote opportunity. Join a collaborative wealth management environment where operational excellence and exceptional client service are essential to delivering high-quality tax services. As a Tax Operations Administrator, you will help coordinate the day-to-day processes that support tax professionals, financial advisors, and clients throughout the tax preparation lifecycle. You will oversee critical administrative workflows, manage tax documentation, maintain accurate client records, and ensure that deadlines and compliance requirements are met. Working closely with multiple teams, you will help streamline processes, resolve operational issues, and create a seamless experience for everyone involved. You will also use digital tools, automation, and approved AI technologies to improve efficiency and service quality. This role is ideal for a highly organized, detail-oriented professional who enjoys solving problems, supporting a team, and contributing to continuous improvement in a fast-paced environment. Accountabilities - Client and Financial Advisor Coordination: Communicate with clients to explain tax operations procedures, obtain signed engagement letters, answer questions about tax organizers and required documentation, and follow up on outstanding information. Coordinate with financial advisors to ensure tax professionals receive complete client documentation and relevant financial information, provide timely status updates, and resolve operational concerns. - Tax Systems and Data Management: Set up and maintain accurate client, financial advisor, tax advisor, service, pricing, and other operational information within tax systems and software. Upload client data and documents, organize files in appropriate storage locations, and verify the accuracy and completeness of system records.

- Tax Workflow Administration: Manage the tax operations workflow from document collection through return submission. Prepare, distribute, track, and obtain signed engagement letters and completed tax organizers; receive, scan, upload, store, and return client documents; identify missing information; collect tax forms such as 1099s; and prepare materials for tax professionals and clients. - Tax Filing and Compliance Support: Coordinate Form 8879 submissions and electronic filing of tax returns, update workflow statuses, track regulatory notices, and monitor requests for tax planning, projections, and consulting services. Resolve documentation and process issues raised by tax professionals while ensuring timely completion of assigned tasks. - Process Improvement and Digital Enablement: Support the development, implementation, and optimization of tax operations procedures and systems. Help measure operational efficiency, identify improvement opportunities, and use approved AI and digital tools to simplify workflows, improve accuracy, and enhance service delivery. Validate technology-generated outputs and escalate inaccuracies, knowledge gaps, or privacy concerns. - Reporting, Invoicing, and Record Keeping: Prepare standard and ad hoc operational reports, generate and send client invoices, coordinate chargebacks with the accounting team, and maintain accurate client and operational records. - Administrative and Team Support: Schedule appointments with tax advisors, assist with team activities and offsites, and contribute to a positive and collaborative working environment. Share knowledge, support colleagues, participate in team meetings, and help improve overall team productivity and effectiveness. Requirements - Education: A high school diploma or equivalent is required. An associate degree is preferred, and a bachelor's degree is strongly preferred.