Tax Administrative Supervisor

Tax Administrative Supervisor

Pay Range: $70,000 - $100,000

Summary

Provides administrative support to the tax department, marketing department, and front desk in a manner that optimizes efficiency, resources, and client satisfaction.

Essential Duties and Responsibilities (Other duties may be assigned.)

Support and assist the tax department by performing the following:

• Process engagement letters / tax service agreements
• Prepare routine correspondence as requested and organize workload to comply with deadlines and priorities established by firm personnel
• Schedule appointments/meetings for partners, managers, and staff, including making necessary travel arrangements and proactively checking for meeting materials (i.e., agenda, presentation, food arrangements)
• Process, assemble & ship tax returns, extensions, and estimates
• Process client loads; set up codes in CCH Document & XCM
• Professionally interact and effectively communicate with partners, department managers, staff members, and referral sources

Support and assist the marketing department and front desk by performing the following:

• Answer phones for office and relieve front desk as needed
• Assist the marketing department with events & presentations
• Assist with special projects as needed

Supervisory Responsibilities:

• Oversee and manage the administrative team to ensure tasks are completed efficiently and accurately
• Train and mentor tax administrative staff, providing guidance and support as needed
• Conduct performance evaluations and provide feedback to administrative staff
• Ensure compliance with firm policies and procedures within the tax administrative team

Software Proficiency

• XCM
• CCH Practice Management
• CCH Document