Private Wealth Management Tax Administrative Assistant

Description

The Private Wealth Management Tax Administrative Assistant plays a role at every stage of the tax compliance process. As a PWM Tax Administrative Assistant, you will provide administrative and clerical support to the Tax Department.  You are responsible for keeping track of the status of all tax returns within the department, and delegation of work from the tax advisors to the tax staff ensuring work is aligned, equitable and on track.

Primary responsibilities include

• Maintain and update tax database on daily basis; tracking all clients, deadlines and filings
• Process electronic filing of tax returns with emphasis on precise tracking and collation of finalized tax returns and mailings to clients
• Oversee yearly archiving of client tax returns and documents
• Tax research and analysis, billing support and general administrative functions
• Serve as POC for work assignments between staff and in-charges by assigning and following up on workflow and workloads

Qualifications, Education, Certifications and/or Other Professional Credentials

• Effective Time Management and organization
• Experience utilizing CRM Tax software such as Salesforce (preferred) and/or CCH Access 
• Excellent computer skills – Adobe, Excel, Word, and Outlook and willingness to learn new programs
• Efficient at multi-tasking and prioritization
• Prior experience supporting CPA/Tax environment and general knowledge of the process preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F
• OT required, particularly during busy tax seasons (2/1-4/15 and Labor Day-10/15)
  

Pay Transparency

• The salary range for this position is $37.62 - $42.86 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.  We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.  

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Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.