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Posted: 10/21/2026Tax Operations Administrator
Wealth Enhancement GroupCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax operations administration, including managing client documentation, coordinating with financial advisors, and optimizing processes. Proficient in using digital tools and software to enhance efficiency and maintain accurate records.
Highest-signal resume keywords
Tax Operations Administration ExperienceMicrosoft Excel ProficiencyClient Documentation ManagementStrong Verbal And Written Communication SkillsAI And Digital Tools Proficiency
About the role
Key responsibilities & impact- Engage with clients to clarify tax operations processes, obtain signed Engagement Letters, and address inquiries
- Coordinate with clients and Financial Advisory Teams to collect tax documentation for Tax Advisors
- Follow up on missing tax documentation and keep clients and Financial Advisors updated on work status
- Set up client, financial advisor, tax advisor, services, pricing, and other information in tax operations systems and tax software
- Enter, upload, transfer, and verify client data and documents
- Send, track, and ensure completion of Engagement Letters and tax organizers
- Manage receipt, storage, return, scanning, and ingestion of client tax documents
- Gather 1099s and other tax-related forms
- Manage 8879 submissions and eFile tax returns
- Update workflow statuses and prepare organizers and tax returns for clients and Tax Advisors
- Resolve missing-document and process issues raised by Tax Advisors
- Track regulatory notices and planning, projection, and consulting service requests
- Assist with defining, measuring, and optimizing tax operations processes and systems
- Provide pre-defined and ad hoc reporting
- Create and send client invoices, manage chargebacks, and coordinate with Accounting
- Maintain accurate tax operations and client records
- Schedule client appointments and organize team activities and offsites
- Build relationships with Tax Advisors, Financial Advisors, and clients
- Collaborate with team members and participate in meetings, activities, and offsites
- Use approved AI and digital tools to improve efficiency and service quality while validating accuracy, privacy, and business alignment
- Identify and escalate inaccurate information, knowledge gaps, and digital-tool issues
Requirements
What you’ll need- High school diploma or equivalent
- Minimum of 3 years of tax operations administration experience
- Ability to effectively manage multiple tasks or projects simultaneously
- Strong verbal and written communication skills
- Intermediate-level experience using Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document
- Collaborative; strong team-orientation
- Positive solution-focused attitude
- Calm and focused under pressure
- Highly organized and diligent
- Strong process and detail orientation
- Drive for results and excellence
- Must be willing to work long hours during peak tax seasons
- Proficient at using AI and digital tools
Benefits
Comp & perks- Training and professional development
- Medical, dental and vision coverage for full-time employees and their families
- Health Savings Account (HSA) with employer contribution
- Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability and workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually; 25 PTO days after 4 years of service
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials after meeting service requirements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Documentation ManagementData Entry And Verification1099 And Tax Form GatheringEFile Tax Returns ManagementProcess OptimizationReporting And InvoicingEngagement Letter ManagementWorkflow Status UpdatesChargeback CoordinationClient Record Maintenance
Soft Skills
Strong Team OrientationPositive Solution-Focused AttitudeCalm Under PressureHighly OrganizedDetail Orientation
Tools & Technologies
Microsoft ExcelAdobe AcrobatDocuSignSalesforceCCH Axcess Document
Industry Keywords
Tax OperationsClient EngagementFinancial Advisory CoordinationRegulatory Notices TrackingTax Return Preparation