[Remote] Tax Operations Administrator

Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement Group hires a Tax Operations Administrator for its in-house tax services organization. The role supports and improves tax operations workflows, systems, client and advisor engagement, reporting, invoicing, and administrative processes.

Responsibilities

• Engage with clients to clarify tax operations processes, get Engagement Letters signed, and address client inquiries about tax organizers, required documents, and tax operations
• Work with clients and Financial Advisory Teams to ensure tax documentation required by Tax Advisors to process new client referrals is available when needed
• Follow-up with clients to get missing tax documentation and ensure Tax Advisors do not have to engage in operational tasks
• Work with Financial Advisors to ensure clients' tax-relevant financial information and related documents are shared with Tax Advisors
• Ensure clients and Financial Advisors are updated on work status, as needed
• Help resolve any client and Financial Advisor issues with tax operations
• Set up client, financial advisor, tax advisor, services, pricing, and other required information in tax operations systems and/or tax software
• Enter / upload client data and documents into systems
• Transfer client documents, as needed, to the appropriate systems storage locations
• Review and ensure accuracy of all tax operations systems data
• Send, track, and ensure signing of Engagement Letters
• Prepare, send, track, and ensure completion of tax organizers
• Manage receipt, storage and return of client tax documents
• Process and scan/ingest client documents into tax software
• Identify missing documents and follow up to get them
• Gather 1099s and other tax-related forms
• Manage 8879s submissions and eFile tax returns
• Manage / update workflow statuses in tax operations systems / software
• Prepare organizers, tax returns, etc. for clients and Tax Advisors
• Resolve issues raised by Tax Advisors regarding missing documents and process
• Track regulatory notices, planning / projections / consulting services requests, etc
• Assist in defining and implementing tax operations processes
• Assist with measuring tax operations effectiveness and efficiency
• Help identify areas for continuing process and systems optimization
• Provide pre-defined and ad hoc reporting on tax operations
• Create and send client invoices, manage chargebacks, and coordinate with Accounting
• Ensure tax operations and client records are kept up to date
• Set up client appointments with Tax Advisors
• Assist in organizing team activities / offsites
• Build and maintain good relationships with Tax Advisors, Financial Advisors, and clients
• Collaborate with team members to improve team effectiveness, productivity, & satisfaction
• Share expertise and assist team members as appropriate
• Participate in team meetings, activities and offsites
• Contribute to maintaining a positive and fun team culture
• Use approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment
• Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools

Skills

• High school diploma or equivalent
• Minimum of 3 years of tax operations administration experience
• Ability to effectively manage multiple tasks or projects simultaneously
• Strong verbal and written communication skills
• Intermediate-level experience using Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document
• Collaborative; strong team-orientation
• Positive solution-focused attitude
• Calm and focused under pressure
• Highly organized and diligent
• Strong process and detail orientation
• Drive for results and excellence
• Must be willing to work long hours during peak tax seasons
• Proficient at using AI and digital tools
• Associate degree preferred
• Bachelor's degree strongly preferred

Benefits

• Remote position.
• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company Overview