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Tax Processor/Administrator
Tax Processor/AdministratorCarrie Rikon & Associates • Miami, FL, US
Tax Processor/Administrator

Tax Processor/Administrator

Carrie Rikon & Associates • Miami, FL, US
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Job Title: Tax Processor/Administrator

Location: Miami, Florida (This position requires on-site presence, 5 days a week, ensuring seamless collaboration with team members and efficient handling of tax-related tasks)

Job Type: Full-Time

Salary: $80,000 annually, in addition to a compensation package that includes paid overtime and comprehensive benefits.

About the Role:

Miami-based CPA firm seeking a highly organized and detail-oriented Tax Processor/Administrator to join our office. This is an onsite position, 5 days a week, supporting tax partners and accountants in a fast-paced, professional environment. The ideal candidate is proactive, reliable, and has prior experience in a Public Accounting office.

Key Responsibilities:

  • Provide administrative support to Tax Partners, including calendar management and scheduling client meetings (in-person, phone, or virtual).
  • Process and prepare client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondence.
  • Communicate with clients regarding documentation requests and general questions.
  • Assist with general office duties such as ordering supplies, distributing mail, answering phones, scanning, and faxing.
  • Maintain client databases and support the onboarding of new clients.

Qualifications & Requirements:

  • At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
  • Strong communication, organizational, and multitasking skills.
  • Ability to exercise good judgment, take initiative, and manage multiple priorities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PDF, Outlook).
  • Basic knowledge of tax software and practice management programs, including:
    • CCH Programs
    • ProSystem FX Tax
    • Engagement
    • SafeSend
    • Axcess
    • CFS Practice Management
  • Willingness to travel to the post office, grocery store, and restaurants as needed.
  • Availability for overtime and weekend work during peak periods.
  • Team-oriented mindset with a strong ability to collaborate and support colleagues.

Why Join Us:

  • Work in a professional CPA firm environment with a collaborative and supportive team.
  • Opportunity to grow your skills in a tax-focused role with diverse responsibilities.
  • Competitive compensation and benefits.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Paid Overtime
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
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Tax Processor/Administrator • Miami, FL, US

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