Tax Admin
Company: Robert Half
Location: San Ramon
Posted on: April 9, 2021
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Job Description:
Ref ID: 00891485Classification: Tax AccountantCompensation:
$25.00 to $31.00 hourlyTax admin needed at mid-sized financial
institution in Pleasanton CA. You will be supporting the Tax
Manager as well as 3 other advisors, being a key member to tax
support processes and keeping the team organized. There will be
some billing and accounts receivable duties too as you will be
invoicing out to clients for 1 full year of fees. Desired qualities
is a sharp, polished person with an interest in tax and working in
the financial industry! Responsibilities: --- Preparing and
tracking engagement letters and various internal documents and
client facing communications --- Assemble paper filing copies of
tax returns and assistance with compliance matters including
efiling tax returns --- Managing tax due date lists and providing
reports for tax and wealth advisors --- Managing internal and
external deliverables to ensure timely delivered projects ---
Scanning of tax documents and Mailing clients tax returns and other
documents --- Handling billing and accounts receivable mattersJob
Requirements:Knowledge and Skills: --- Excellent written & verbal
communication --- Strong organization skills --- Superb attention
to detail --- Ability to multi-task --- Accurate, high quality work
product --- Creative problem solving --- Experience with a tax firm
preferable but not necessary --- Working knowledge of tax
systems/CRMs (Salesforce, BNA portfolios, CCH suite) / Salesforce
and QuickBooks / Prosystem - not much into excel Accountemps, a
Robert Half Company, matches skilled accounting and finance
professionals with remote or on-site jobs on a temporary and
temporary-to-hire basis. Our experienced staffing professionals can
promote you to employers and advocate on your behalf. We provide
access to top jobs, competitive compensation and benefits, and free
online training. For more opportunities, get the Robert Half app
and receive instant notifications when our AI matches your skills
and experience with jobs. When you work with us, you're working
with the best. Robert Half has been recognized as one of FORTUNE's
"Most Admired Companies" every year since 1998 and was named to
Forbes' inaugural list of America's Best Temporary Staffing Firms.
Questions? Call your local office at 1.. All applicants applying
for U.S. job openings must be legally authorized to work in the
United States. Benefits are available to temporary professionals.
Visit for more information. -- 2020 Accountemps. An Equal
Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply
Now," you're agreeing to Robert Half's Terms of Use ( ).
Keywords: Robert Half, San Ramon , Tax Admin, Administration, Clerical , San Ramon, California
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