Tax Admin (Danbury)

About our client:

Our client is a boutique financial advisory firm specializing in wealth management, financial advisory, and tax/accounting services. As they continue to expand their clientele, they are looking to hire an Administrative professional to join their growing team!

*Flexible hybrid schedule very competitive salary extensive room for growth!

**$60-80K Bonus - commensurate on experience **

Responsibilities:

• Support the preparation and filing of individual, corporate, and trust tax returns.
• Organize and maintain tax records, documents, and client files.
• Monitor and manage tax deadlines to ensure timely submissions and compliance.
• Perform preliminary tax research and collect necessary information for tax filings.
• Collaborate with clients to gather and verify tax-related information and documents.
• Handle and process tax-related correspondence and communications.
• Use tax software and tools to aid in tax return preparation and filing.
• Assist the tax team with administrative tasks such as scheduling meetings, preparing reports, and managing calendars.
• Help respond to client inquiries and resolve tax-related issues.

Qualifications:

• Minimum of 2 years of experience in a tax administrative or accounting support role.
• Familiarity with softwares (e.g., CCH Axcess, ProConnect Tax Online) and MS Office Suite.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.