Tax Administrative Assistant

• Location: Boston, Massachusetts
• Type: Contract
• Job #30011

Title: Tax Administrative Assistant 
Location: Boston Onsite 
Type: Contract with potential to convert
Compensation: $33-35 per hour based on experience

Job Summary:

• Use and maintain tracking systems for fiduciary tax returns in OneSource Trust Tax. Coordinate the distribution of tax returns to trustees for signature, following up as needed to ensure timely filing. Process and file all tax returns with various jurisdictions, and mail tax documents out to beneficiaries and their accountants.
• Use and maintain separate tracking systems in CCH Axcess for various tax return types including, but not limited to, Individual, Fiduciary, Partnership, Foundation, Estate and Gift Tax.
• Reconcile, track, and submit quarterly estimated tax payments in Excel.
• Set up new client files while maintaining all current tax files.
• Assist in preparation of IRS correspondence and engagement letters.
• Scanning and timely processing of incoming mail, including tax notices and refund checks from tax authorities.
• Printing and processing prepared tax returns for delivery to clients.
• Regular and dependable attendance and the ability to manage multiple priorities in a deadline-driven environment are essential functions of the job.

Position Requirements:

• Bachelor’s degree, two plus years of related experience.
• Knowledge of Microsoft Office products including Outlook, Word, and Excel.
  • Understanding of VLOOKUP or XLOOKUP formulas in Excel is a plus.
• Ability to proofread and perform minor editing of routine tax department correspondence.
• Exhibit an ability to work in a deadline-driven, detail-oriented work environment utilizing good judgment and adminabilities.
• Ability to work with frequent interruptions while staying organized and prioritizing tasks effectively.
• Ability to communicate effectively and clearly with a diverse group of tax accountants, attorneys, and other internal departments.
• Work may require irregular hours and overtime during the tax seasons.
• Knowledge of OneSource Trust Tax or CCH Axcess Tax is a plus.