Seasonal Tax Operations Administrator - Remote

Overview

The Seasonal Tax Operations Administrator plays a crucial role in ensuring effective operations within the Wealth Enhancement Tax & Consulting Services team, focusing on client engagement and operational efficiency.

In Short

• Engage with clients and financial advisors regarding tax operations.
• Set up and manage client data in tax systems.
• Manage tax operations workflows and documentation.
• Assist in process improvement within tax operations.
• Provide reporting and invoicing support.
• General administrative support and team collaboration.
• Requires strong communication and organizational skills.
• Position runs through April 30, 2026.
• Remote work with potential travel to offices.
• Eligible for corporate bonus.

Requirements

• Associate degree preferred; Bachelor’s degree strongly preferred.
• Minimum of 3 years of tax operations administration experience.
• Strong verbal and written communication skills.
• Intermediate experience with Microsoft Excel and tax software.
• Ability to manage multiple tasks simultaneously.
• Positive, solution-focused attitude.
• Highly organized and detail-oriented.
• Willingness to work long hours during peak seasons.
• Ability to lift 10 pounds.
• Calm and focused under pressure.

Benefits

• Training and professional development opportunities.
• 401k with match and profit sharing.
• Wellness programs and resources.
• Worker's compensation – employer paid.
• Corporate bonus eligibility.