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Tax Administrator

Wealth and Asset Management, Finance and Accounting

Tarrytown, New York

Req. Number: 224771

Full/Part Time: F

Shift: 1st Shift

Description

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

  • General administrative functions (scanning, filing, faxing and copying)
  • Filing of tax materials, brokerage statements and client files
  • Scanning of e-file authorization forms, tax returns and other tax documents
  • Email weekly/bi-monthly tax publications to Tax Department
  • Setup of client files when new tax information is received
  • Prepare correspondence; faxes and any back up information from tax files
  • Prepare client billings
  • Process, collate and send tax returns to client
  • Prepare basic tax forms
  • Assist in preparation of tax organizers and engagement letters for tax clients
  • Prepare next year tax files
  • Provide administrative and tracking support during busy tax seasons
  • Assist in the preparation of any tax dept seminars/classes, as well as maintain scanned folder of hand-out materials
  • Prepare FedEx and certified USPS mailings

Qualifications

Minimum Required:

Excellent computer skills – Microsoft 365 and Adobe, with the ability to learn new programs

Must be highly organized and detail oriented                                                                                                          

Strong ability to follow instructions                                                                                                                            

A demonstrated ability to multi-task and handle competing priorities                                                

Ability to work with a team and independently to accomplish department goals, as well as come up with more efficient processes                                                                                                                   

OT required, especially during busy tax seasons (2/15-4/15 and Labor Day-10/15)                

Restrictions on vacation time during busy tax seasons

Preferred:

Working knowledge of CCH Axcess tax software and Practice CS (will be trained)

2 years prior experience with CPA environment and tax process preferred

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

2022

Human Rights Campaign Best Places to Work for LGBTQ Equality

2021

Dave Thomas Foundation Best Adoption-friendly Workplace

2021

DiversityInc
Noteworthy Company for Diversity

2021

Military Friendly Employer

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