Tax Operations Admin
- $50,000 - $60,000
- Tampa, FL
Tax Operations Administrator
A bit about us:
Join a international tax firm in Tampa, FL, that experiencing significant growth. The firm advises internationally active companies and their owners, high-net-worth individuals and family offices. Clients range from startups to companies with million in revenue. The firm works on international tax, compliance and cross-border planning, and is part of a global alliance of independent advisory firms.
Why join us?
- Mentorship: you learn directly from a seasoned international tax leader who is committed to developing the next generation.
- Flexibility: a hybrid schedule of about 3 days in the office and 2 remote.
- Growth: a real path to grow as the firm expands
Job Details
Job Details
Join a growing team in a role that keeps tax operations organized, accurate, and moving forward. This is an exciting opportunity for an experienced administrator who enjoys coordinating tax workflows, supporting talented professionals, and delivering an excellent client experience.
You’ll use Canopy Tax or an equivalent platform to manage client information, track tax returns, and help the team stay ahead of critical deadlines. Bring your attention to detail, proactive mindset, and passion for improving processes to a role where your work makes a daily impact.
Responsibilities
Coordinate day-to-day tax administration, keeping workflows organized from client intake through tax return completion and delivery.
Use Canopy Tax or equivalent software to maintain client records, manage tasks, track progress, and support document exchange.
Collect, organize, and review client documentation for completeness, following up promptly on missing information.
Support tax professionals with the administrative preparation, processing, and delivery of tax returns.
Monitor filing deadlines, extensions, and outstanding requests, escalating potential delays early.
Coordinate electronic filing procedures, obtain required authorizations, and track filing acknowledgments as assigned.
Communicate professionally with clients about documentation requests, status updates, and administrative questions.
Maintain accurate records and handle sensitive financial and personal information with discretion.
Collaborate with accounting and tax teams to resolve workflow issues and improve operational efficiency.
Keep procedures, checklists, and tracking systems current to support consistent service throughout the tax cycle.
Qualifications
5+ years of relevant experience in tax administration, tax operations, or accounting support, including hands-on experience with tax returns.
Experience using Canopy Tax or an equivalent tax practice management platform.
Strong understanding of tax return workflows, document requirements, filing deadlines, and administrative processes.
Excellent organizational skills, with the ability to manage competing priorities and maintain accuracy during busy tax periods.
Clear, professional written and verbal communication skills and a client-focused approach.
Proficiency with spreadsheets, office productivity tools, and digital document management systems.
Demonstrated ability to safeguard confidential information and follow established data security procedures.
A proactive, dependable approach, strong attention to detail, and confidence working both independently and collaboratively.
Experience supporting a public accounting firm or dedicated tax practice is preferred.
Join a growing team in a role that keeps tax operations organized, accurate, and moving forward. This is an exciting opportunity for an experienced administrator who enjoys coordinating tax workflows, supporting talented professionals, and delivering an excellent client experience.
You’ll use Canopy Tax or an equivalent platform to manage client information, track tax returns, and help the team stay ahead of critical deadlines. Bring your attention to detail, proactive mindset, and passion for improving processes to a role where your work makes a daily impact.
Responsibilities
Coordinate day-to-day tax administration, keeping workflows organized from client intake through tax return completion and delivery.
Use Canopy Tax or equivalent software to maintain client records, manage tasks, track progress, and support document exchange.
Collect, organize, and review client documentation for completeness, following up promptly on missing information.
Support tax professionals with the administrative preparation, processing, and delivery of tax returns.
Monitor filing deadlines, extensions, and outstanding requests, escalating potential delays early.
Coordinate electronic filing procedures, obtain required authorizations, and track filing acknowledgments as assigned.
Communicate professionally with clients about documentation requests, status updates, and administrative questions.
Maintain accurate records and handle sensitive financial and personal information with discretion.
Collaborate with accounting and tax teams to resolve workflow issues and improve operational efficiency.
Keep procedures, checklists, and tracking systems current to support consistent service throughout the tax cycle.
Qualifications
5+ years of relevant experience in tax administration, tax operations, or accounting support, including hands-on experience with tax returns.
Experience using Canopy Tax or an equivalent tax practice management platform.
Strong understanding of tax return workflows, document requirements, filing deadlines, and administrative processes.
Excellent organizational skills, with the ability to manage competing priorities and maintain accuracy during busy tax periods.
Clear, professional written and verbal communication skills and a client-focused approach.
Proficiency with spreadsheets, office productivity tools, and digital document management systems.
Demonstrated ability to safeguard confidential information and follow established data security procedures.
A proactive, dependable approach, strong attention to detail, and confidence working both independently and collaboratively.
Experience supporting a public accounting firm or dedicated tax practice is preferred.
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Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy