SourcePro Search is conducting a search for a Tax Administrator.

This position requires a local candidate to work in the office 2-3 days per week and the remainder from home.

Tax Administrator Job Description

1.       Tax Administration:

• E‐Filing operations maintenance
•  Releasing E‐file forms and extensions during tax season as well as off‐season
• Generating reports to accurately maintain released database as well as pending tax returns that are ready to
  be released
• Managing e‐signature through the database (Axcess Tax Program/Workflow)
• Create, manage, and distribute tax engagement letters
• Create, manage, and distribute tax organizers (paper, PDF, and My1040Data).
• Oversee roll over of tax returns in tax software
• Assist with tax configuration/defaults
• Assist in scanning tax return documents
• Xpitax Outsource liaison ‐ formatting workpapers and sending/receiving tax projects to/from Outsource.
• 1099's, business licenses, and property taxes ‐ coordinating and filing

2.CCH Axcess Administration:
 

• Manage client database in CCH including oversee client set‐ups and client updates.
• Workflow project administration
• Create and Manage due date and projects in Workflow
• Roll over due date projects in Workflow
• Document administration
• Empty out document trash can
• Update "years" folders in Document
• Update settings in Document as needed
• Portal administration
• Creating portals
• Portal troubleshooting with clients.
• Adding additional portal users for clients
• Process tax documents uploaded to portal and Share Safe.
• Oversee client requests as it relates to portal management, organizer management, client database updates, client
  document requests, etc.

      3.      Technology:

• Work with technology partner in managing the following
• 3rd party software providers (Cetrom, CCH, etc.) as well as technology related vendors
• Assist in managing tickets with Cetrom
• Oversee execution and implementation of technology resources including purchasing, training, and application
• Collaborating with the technology committee to find solutions to on‐going technical issues and
  research new software to stay innovative in information management.
• Maintain computer and any tech hardware needs

4.    Ad Hoc tasks and projects as needed by leadership