Digital Tax Administrator

Position Summary

As a Digital Tax Administrator with Harris, you will be expected to learn the firm’s tax policies and procedures. You will assume responsibility for many of the digital aspects of the tax process and therefore will need to be detail oriented and organized. You will become proficient in the use of firm software such as CCH Axcess Practice, CCH Axcess Workflow, SafeSend Returns and SurePrep. You will be required to prioritize and complete multiple tasks within established deadlines, with the utmost precision.

Essential Duties And Responsibilities

• Work with tax coordinator to ensure tasks are being completed timely.
• Oversees the tax intake process by downloading documents, moving documents to correct folders, ensuring a signed engagement letter is received and if not sending one to the client to obtain signature and initiating tasks.
• Responsible for the upload of tax documents to SurePrep.
• Responsible for the batch distribution of all engagement letters through SafeSend Signatures on a quarterly basis.
• Responsible for batch distribution of individual tax organizers through SafeSend organizers in December.
• Responsible for assembly of electronic tax returns, and routing of paper assemblies to responsible party.
• Will assist with extending tax returns.
• Responsible for the roll forward of tax returns.
• Responsible for the daily maintenance of the “tax admin” email box and proper disposition of items received.
• Responsible for the offboarding of terminated clients.
• Other administrative duties as determined by the tax coordinator.
  
  

Knowledge, Skills & Abilities

As a Digital Tax Administrator with Harris, having the following knowledge, skills and abilities will give you the best chance to succeed in this position:

• Several years of experience in an administrative support role or office management.
• Excellent interpersonal and communication skills
• Ability to manage time, prioritize tasks, and meet deadlines
• Ability to exercise sound judgment and maintain confidentiality in handling sensitive information
• Demonstrated ability to work both independently and with a team
• A self-starter who is curious and not afraid to ask questions
• Efficient with the ability to follow instructions, while maintaining strong attention to detail
• Very detail oriented with strong organizational skills
• Above-average proficiency in Office 365; particularly Word and Excel
• High level of comfort with technology and software applications
  
  

Minimum Requirements

To be considered as a Digital Tax Administrator candidate with Harris, you must meet the following minimum requirements:

• Computer literate with demonstrated high level proficiency with Office 365, particularly Word and Excel
• Applicant will be required to submit to a criminal background check upon receipt of a conditional offer
  
  

Competencies

• Become familiar with our firm’s policies and procedures
• Become familiar with the suite of tax software used in daily activities
• Be able to communicate status of projects
• Effectively manage their time and project due dates
• Be able to interact with other in a positive manner
• Be able to share idea with team members and help others as needed
• Have active involvement in firm initiatives and process improvements
  
  

This job description does not list all the duties of the job. You may be asked by peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time.