Tax Administrative Assistant

Responsibilities

• Track, assemble, process, and file individual, corporate, and partnership tax returns, extensions, and amended returns
• Create and monitor tax project control lists to ensure timely completion and deadline compliance
• Coordinate with tax personnel to procure documentation and support account managers with payment booking
• Oversee maintenance of tax records and proof of filing documentation
• Assemble e-file requests, monitor return status, and notify staff of rejections or errors
• Prepare tax returns and correspondence for certified, express, or FedEx shipping
• Upload tax documents into electronic binders and maintain awareness of federal and multi-state due dates
• Assist in tracking K-1s, drafting IRS correspondence, and researching multi-state filing requirements

Requirements

• High School Diploma required
• Proficiency in Microsoft Office Suite, notably Excel and Word
• Strong attention to detail, organization, and problem-solving skills
• Solid interpersonal, communication, and time management skills

Preferred Qualifications

• Bachelor's degree in finance or accounting
• Tax or accounting internship experience
• Familiarity with AgilLink, GoSystems, or CCH Axcess
• Career ambition within tax and accounting

About the Company

Gelfand, Rennert & Feldman is part of Focus Financial Partners, a leading financial services firm offering integrated wealth management, family office, and business management services with a client-first fiduciary approach.