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Tax Administrative Specialist

Linked Accounting
Kaysville, UT Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/13/2025

Job Description

Job Description

Salary : $21.50-$26.50

Job Title : Tax Administrative Specialist

Location : In Office Hybrid for the right candidate

Company : Linked Accounting

Position Overview :

Linked Accounting is seeking a detail-oriented Tax Administrative Specialist to support our tax team and executives in managing tax filings, extensions, client administration, engagement letters, and billing. The ideal candidate will have experience in tax processes and be familiar with tax software such as Lacerte and SafeSend, though this is a plus rather than a requirement.

This role is crucial to ensuring the seamless execution of tax related administrative tasks and requires strong organizational skills, attention to detail, and the ability to manage multiple deadlines.

Key Responsibilities :

Tax Support & Filings :

Assist in preparing and efiling tax returns and extensions for individual and business clients.

Track filing deadlines and ensure timely submission of returns and extensions.

Coordinate with tax professionals to gather and organize necessary documentation.

Monitor federal and state tax agency communications and assist with follow ups.

Client Administration :

Manage client tax records and ensure all required documents are received.

Assist with the preparation and processing of engagement letters for tax clients.

Maintain and update client information in internal systems.

Billing & Documentation :

Support the tax team in preparing and sending invoices for tax services.

Assist in tracking outstanding payments and following up on past due invoices.

Maintain organized records of all engagement letters, invoices, and related communications.

General Administrative Support :

Maintain digital filing systems to ensure accessibility and compliance.

Qualifications & Skills :

Experience in an administrative role, preferably in tax or accounting.

Familiarity with tax filing processes and deadlines.

Proficiency in Microsoft Office / GSuite and document management systems.

Experience with Lacerte and SafeSend (preferred but not required).

Strong organizational skills and ability to manage multiple deadlines.

Excellent written and verbal communication skills.

Ability to work independently and collaboratively in a team environment.

Preferred Experience :

Prior work in a tax or accounting firm.

Knowledge of IRS and state tax agency filing requirements.

Experience with client billing and engagement letter management.

Why Join Linked Accounting?

Work with a dynamic team of professionals in a growing firm.

Opportunity to gain valuable experience in tax administration.

Flexible work environment with opportunities for career growth.

If you are a highly organized individual with a keen eye for detail and a passion for supporting professionals, wed love to hear from you!

Salary : $22 - $27

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