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