Tax Administrator

Position Responsibilities:

• Provide training to new administrative team members and ongoing training for existing team members.
• Participate in the Aprio "Buddy" Program to support new hires and facilitate their integration into the team.
• Actively participate in or lead new process or technology initiatives to improve departmental efficiency.
• Engage in focus group discussions and pilots to provide feedback and contribute to the development of new practices.
• Consistently identify opportunities to enhance efficiency for partners, team members, and administrative staff through process improvement, technology solutions, or learning new tasks.
• Demonstrate superior administrative technical skills and serve as an administrative SME for many of our tax applications.
• Live by and embody key Aprio fundamentals such as One Aprio, Work Smart, Embrace Change, provide a great client and team member experience, and Be Relentless About Improvement.
• Develop and maintain strong rapport with clients, providing exceptional service and support.
• Correspond with clients through written and verbal communication, and greet clients in person as needed.
• Prepare, edit, and track engagement letters accurately and efficiently.
• Manage calendar appointments and coordinate meetings for multiple partners.
• Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events.
• Create, revise, and design PowerPoint presentations for various purposes.
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently.
• Complete client setup forms for new clients and engagements.
• Handle confidential correspondence and files with discretion.
• Prepare expense reports and assist with invoicing and accounts receivable support.
• Proofread and prepare correspondence including client engagement letters and response letters to IRS and various tax authorities.
• Act as a change agent for implementing new processes within the department and guide team members accordingly.
• Manage due date reporting to meet IRS/Tax authority deadlines.
• Conduct data management and cleanup of projects in applications.
• Coordinate receipt of signed e-File authorizations and follow up on missing forms required for e-filing.
• Assist in the delivery of tax returns not handled by the centralized delivery team.
• Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs.
• Support with processing certified mail and coordinate catering for team meetings and events.
• Occasionally assist in front desk/receptionist rotation.
• Scan client documents and consolidate filing.
• Participate in standby national pool support as needed.
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders.

Qualifications:

• Bachelor's degree in Business Administration, Management, or a related field (preferred).
• Previous experience in a similar role within the financial, legal, or professional services industry (preferred).
• Familiarity with tax-related processes and procedures (preferred).
• Advanced proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis (preferred).
• Experience leading or participating in process improvement initiatives (preferred).
• Certification in office management or related field (preferred).
• Demonstrated ability to take initiative, problem-solve, and drive projects to completion (preferred).
• Proven ability to work collaboratively in a team environment (preferred).
• Previous experience in training or mentoring junior team members (preferred).
• High school diploma or equivalent
• Proven experience (5+ years) in an administrative role, preferably in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Familiarity with CRM tools, preferably HubSpot.
• Strong interpersonal and communication skills, both written and verbal.
• Exceptional organizational and time-management skills.
• Ability to multitask and prioritize tasks effectively.
• Discretion and confidentiality when handling sensitive information.
• Detail-oriented with a commitment to accuracy.
• Ability to adapt to changing priorities and work in a dynamic environment.