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Job Title: Tax AdministratorJob Description

The Tax Administrative Assistant will be responsible for a variety of clerical tasks, project tracking, calendar management, and data entry activities to ensure the smooth operation of our tax services department.

Responsibilities

+ Perform clerical tasks such as scanning, billing, revenue collection, and documentation to support tax preparation and filing processes.

+ Assemble tax returns and supporting documentation in accordance with established procedures and deadlines.

+ Filter and manage incoming documents, emails, and correspondence related to tax matters.

+ Run weekly reports to track project progress and communicate updates to relevant staff members.

+ Maintain project tracking systems and databases to ensure accurate and up-to-date information is available for decision-making.

+ Assist managers and the director in managing their calendars, scheduling appointments, and coordinating upcoming events and meetings.

+ Enter client information and financial data into the tax preparation software accurately and efficiently.

+ Maintain electronic and physical files in an organized manner for easy retrieval and reference.

+ Collect and organize client information and documents required for tax preparation and planning purposes.

+ Collaborate with tax advisors to ensure all necessary information is obtained and documented for each client.

+ Manage and prioritize emails for the director, including responding to routine inquiries and flagging important messages for attention.

+ Collaborate with the Certified Financial Planner (CFP) team to update financial plans with relevant tax information and data as needed.

Essential Skills

+ Experience in tax, preferably individual tax returns.

+ Knowledge of tax preparation processes and documentation.

+ Strong administrative support and organizational skills.

+ Proficiency in data entry and database management.

+ Ability to manage calendars and coordinate meetings.

Additional Skills & Qualifications

+ Bachelor's Degree preferred but not required.

+ Internship or office experience.

+ Experience with CPA processes is advantageous.

Work Environment

This position is based in Lenexa, KS, with a 90% in-office work expectation and hybrid options available. The tax team consists of over 15 professionals across both locations. The role offers an opportunity for growth, with potential to explore multiple departments beyond the tax team. Additionally, there is a benefit of 2 weeks off offered after the tax season is complete.

Pay and Benefits

The pay range for this position is $40000.00 - $50000.00/yr.

100% company paid employee only premiums for Health, Dental & Vision Coverage4% Company 401k match, 100% vested

Workplace Type

This is a fully onsite position in Lenexa,KS.

Application Deadline

This position is anticipated to close on Jun 4, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.