Tax Admin

Company: Robert Half
Location: San Ramon
Posted on: April 9, 2021

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