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At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Position Summary
We are seeking a highly organized, detail-oriented, and proactive Senior Tax Administrator to support the operational, administrative, and technology functions of our tax practice. This role serves as a central resource for tax return workflow management, client onboarding, tax return delivery, technology support, financial tracking, and process improvement initiatives. The ideal candidate will possess strong organizational and communication skills, a solid understanding of tax administration processes, and the ability to coordinate multiple priorities in a fast-paced professional services environment.
Key Responsibilities
Tax Return Administration & Filing
Coordinate the administrative onboarding, processing, delivery, and filing of client tax returns.
Track tax return progress through preparation, review, delivery, and filing stages to ensure deadlines are met.
Assist with e-filing activities and resolve administrative filing-related issues.
Client Onboarding & Account Management
Manage the onboarding process for new clients, including setup of client records, folders, and required documentation.
Ensure all client information, agreements, and records remain complete and current.
Respond to client inquiries and provide timely support.
Maintain accurate documentation of client interactions and transactions.
Serve as a liaison between clients, advisors, and internal teams as needed.
Technology & Systems Support
Provide first-level support for staff using CCH Axcess, SafeSend, TaxCaddy, and related tax technology platforms.
Assist clients with account access and troubleshooting issues involving SafeSend and TaxCaddy.
Coordinate with vendors and technology partners to resolve software and workflow-related issues.
Support software administration and system-related process improvements.
Workflow & Operations Management
Coordinate workflow across tax preparation and review teams to promote efficiency and timely completion of engagements.
Monitor workflow dashboards, project status, and key deadlines.
Identify workflow bottlenecks and recommend process improvements.
Assist with drafting, documenting, and updating operational procedures and best practices.
Support firm-wide projects and operational initiatives.
Financial Administration & Reporting
Maintain fee quote requests and oversee fee tracking from initiation through approval.
Support quarterly/annual billing processes and related administrative functions with network offices.
Prepare reports and analyses to support management decision-making.
Document & Information Management
Manage and organize both electronic and physical client records.
Ensure documents are properly stored, secured, and readily accessible.
Maintain confidentiality and security of sensitive client and firm information.
Assist with scanning, mailing, document retention, and file management activities.
Administrative Support
Manage scheduling, email communications, return delivery processes, and other day-to-day administrative functions.
Coordinate communications with clients, vendors, and internal stakeholders.
Support various departmental and firm initiatives as assigned.
Qualifications
Bachelor's degree in Accounting, Finance, Business Administration, Management Information Systems (MIS), or a related field preferred.
3+ years of experience in tax administration, public accounting, operations, or…