Administrator

Tax Administrator

GENERAL DESCRIPTION:

We are looking for a self-motivated Administrator to join our growing, forward-thinking, and family-oriented team. The responsibilities include collaborating with and supporting a team of tax accountants, preparers, and administrative staff. This person will report directly to the Tax Operations Director.

The Administrator will oversee tax assignments, help coordinate the workload of the tax drop-off team, communicate client needs, meet deadlines, and be an integral part of our high-performing team.

We’re searching for a team member who can not only execute the duties and responsibilities of this position in an exceptional manner but believes in and demonstrates core Storen Financial values and ethics.

JOB DUTIES AND RESPONSIBILITIES:

Customer Service / Administration:

• Actively participate in the delivery of exceptional client service from beginning to end
• Assist in the preparation, data entry, and review of Federal/State income tax returns for individuals, corporations, and partnerships
• Communicate with clients to assess and finalize tax needs – projections, tax planning, and a broad range of tax questions
• Work with clients on IRS and State notices and resolutions
• Interact with clients via phone, video, or in person to answer questions and guide them on our process
• Coordinate and organize workload of tax accountants to streamline tax season processes

Education and Training:

• Remain current on internal processes, tax industry trends, and regulation changes
• Complete or exceed minimum annual continued education requirements

Other:

• Problem-solve, troubleshoot, and suggest process improvements to maximize efficiency while maintaining accuracy
• Participate in team meetings and events that support internal consistency and create a collaborative, enjoyable work atmosphere

EXPERIENCE AND SKILLS:

Skills and Abilities:

• Ability to effectively present information and respond to questions from clients
• Detail-oriented with strong analytical and organizational skills
• Ability to multi-task and resolve problems in a fast-paced environment
• Excellent written and verbal communication skills, both internally and externally
• Technology driven with a willingness to learn new technology and software programs
• Strong work ethic and willingness to go the extra mile
• Loyalty and belief in company, services, and team within a client-focused culture

Education and Background:

• Associates Degree or higher
• 0-2 years of tax preparation, accounting, or financial services experience
• No prior signing authority required
• Proficient in using software and technology; UltraTax tax software knowledge is a plus
• Experience with the Salesforce CRM tool is a plus
• Proficiency in use of MS Office (Outlook, Word, Excel, OneNote) required

BENEFITS AND PAY

Pay:

• $50,000.00 – $60,000.00 per year plus commission
• Opportunity for bonuses

Benefits:

• Health, vision, and dental insurance
• 401K with 4% matching dollar for dollar
• Non-medical insurance: short & long term disability, accidental & critical illness
• Off-season Flex Fridays
• Paid time off and holidays, including extra paid time off
• Health and wellness incentive or fitness reimbursement
• Cell phone reimbursement incentive
• Continued education and professional development
• Tuition reimbursement program
• Complimentary income tax preparation

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Zionsville, IN 46077 (Required)

Work Location: In person

Salary : $50,000 - $60,000