Tax Administrative Assistant

Job Description

Why Schubert & Company Family Wealth Advisors...

We are a true multi-family office providing innovative professional solutions rooted in biblical stewardship principles. We orchestrate wise financial decisions to advance each family’s unique purpose. We are passionate about maximizing family legacy and Kingdom impact through advanced planning in the areas of complex charitable giving, income tax, estate tax, asset protection, and investment management. As a fee only independent wealth advisor, we help our clients plan and capture new and powerful opportunities.

Position

The Tax Administrative Assistant role is highly valued within our organization. Since our standard client engagement incorporates every area of our clients’ financial world, the tax intersections with the wholistic planning objectives are critically important. Under the supervision of the Tax Director, this individual will play a key role in ensuring our Tax Department exceeds client expectations. Our ideal candidate is a self-starter that sets and meets goals and has a proven track record of working well within the team environment as well as working independently.

Responsibilities

· Supporting the daily general administrative duties of the tax department such as gathering documentation, report generation and tracking, tax filing requirements, and entry level income tax processing.

· Preparing and tracking engagement letters, tax organizers, and client informational request lists.

· Assist in scanning or downloading client information into the correct folder and creating workbooks.

· Assist, if needed, with tax data entry input in CCH Axcess or QuickBooks.

· Process completed tax returns including E-filing and rolling projects to the following year.

· Responsible for billing and collecting payments from clients.

· Perform various other administrative functions such as answering phone calls, scanning, or mailing documents.

Qualifications

· Minimum of a high school diploma, or equivalent. Bachelor’s degree preferred.

· Minimum of 2-4 years of experience in public accounting administrative role or tax preparer.

· Required experience in the CCH tax software/Axcess.

· Preferred, but not required, experience with CCH Scan and QuickBooks

· Willingness to work in-office.

· Familiarity with Federal and State tax returns for individuals, businesses, and trust tax returns.

· Excellent communication skills, in person, on the phone and via written medium.

· Proficient with spreadsheet applications, data manipulation, and database applications.

· Tech savvy in a variety of software (e.g., Microsoft Office 365).

· Attention to detail and accuracy.

· Ability to work independently and collaboratively within a team.

Compensation & Benefits Package

· Salary - $55,000-60,000

· 401k with employer match

· Paid-Time-Off and Paid Holidays

· Medical insurance