Whitman Transition Advisors Job Community
Tax Operations Manager - CPA Firm
Whitman Transition Advisors Job Community, New York, New York, us, 10261
Empowering Professionals to Thrive | Connecting Top Talent to Premier CPA & Law Firms with Expertise, Integrity, & Care
Our client is a dynamic midsize accounting firm known for professionalism, attention to detail, and a commitment to excellence. Key Responsibilities
Office & Admin
Manage day-to-day office operations and general administrative tasks. Coordinate client appointments, manage calendars/schedules, and support client communications. Oversee office supplies and equipment; ensure adequate inventory and proper maintenance. Implement and maintain office policies and procedures to drive efficiency. Support HR functions, including onboarding new employees. Tax Operations (added)
Maintain the
annual tax calendar
(deadlines for individuals, pass-throughs, C-corps, trusts, estates, and nonprofits); track extensions and estimated payments. Prepare, send, and track
client organizers
and engagement letters; manage client intake and KYC documentation. Coordinate collection of missing information; maintain accurate
client master data
in practice management systems. Manage
e-file authorizations
(e.g., Form 8879 equivalents): route for e-signature (DocuSign/RightSignature), track status, and archive. Submit returns for
e-file , monitor acknowledgments, and resolve rejections by coordinating with preparers/reviewers. Assemble and deliver
client packages
(returns, vouchers, estimates, payment instructions) via secure client portal. Schedule and process
extension filings
and
quarterly estimates ; coordinate ACH/wire/tax portal payments with clients. Administer
1099/W-9
process: collect W-9s, prepare and e-file 1099s/1096, and distribute recipient statements. Log and triage
IRS/state notices ; coordinate responses, payment plans, and follow-ups with the tax team. Maintain firm
EFIN/MeF
and state e-file accounts, user access, and renewals in coordination with leadership/IT. Administer
tax software and workflow tools
(user provisioning, rollover of organizers/returns, templates, status reports). Support
SALT
account registrations, city returns, and business license renewals (administrative coordination). Track and distribute
K-1s
to partners/members; coordinate corrections and reissues. Generate weekly status dashboards for return counts, e-file acknowledgments, open notices, and missing information. Qualifications
5+ years
of office management, bookkeeping, or related experience ( CPA/accounting firm preferred ). Strong proficiency with
Microsoft Office Suite ; experience with
ADP
payroll. Familiarity with
tax software/workflow tools
(e.g., CCH Axcess/ProSystem fx, UltraTax CS, Lacerte, Karbon/Canopy/XCM, DocuSign) is a plus. Excellent organizational skills; able to manage multiple priorities and deadlines. High attention to detail and accuracy in financial/administrative tasks. Strong written and verbal communication skills.
#J-18808-Ljbffr
Our client is a dynamic midsize accounting firm known for professionalism, attention to detail, and a commitment to excellence. Key Responsibilities
Office & Admin
Manage day-to-day office operations and general administrative tasks. Coordinate client appointments, manage calendars/schedules, and support client communications. Oversee office supplies and equipment; ensure adequate inventory and proper maintenance. Implement and maintain office policies and procedures to drive efficiency. Support HR functions, including onboarding new employees. Tax Operations (added)
Maintain the
annual tax calendar
(deadlines for individuals, pass-throughs, C-corps, trusts, estates, and nonprofits); track extensions and estimated payments. Prepare, send, and track
client organizers
and engagement letters; manage client intake and KYC documentation. Coordinate collection of missing information; maintain accurate
client master data
in practice management systems. Manage
e-file authorizations
(e.g., Form 8879 equivalents): route for e-signature (DocuSign/RightSignature), track status, and archive. Submit returns for
e-file , monitor acknowledgments, and resolve rejections by coordinating with preparers/reviewers. Assemble and deliver
client packages
(returns, vouchers, estimates, payment instructions) via secure client portal. Schedule and process
extension filings
and
quarterly estimates ; coordinate ACH/wire/tax portal payments with clients. Administer
1099/W-9
process: collect W-9s, prepare and e-file 1099s/1096, and distribute recipient statements. Log and triage
IRS/state notices ; coordinate responses, payment plans, and follow-ups with the tax team. Maintain firm
EFIN/MeF
and state e-file accounts, user access, and renewals in coordination with leadership/IT. Administer
tax software and workflow tools
(user provisioning, rollover of organizers/returns, templates, status reports). Support
SALT
account registrations, city returns, and business license renewals (administrative coordination). Track and distribute
K-1s
to partners/members; coordinate corrections and reissues. Generate weekly status dashboards for return counts, e-file acknowledgments, open notices, and missing information. Qualifications
5+ years
of office management, bookkeeping, or related experience ( CPA/accounting firm preferred ). Strong proficiency with
Microsoft Office Suite ; experience with
ADP
payroll. Familiarity with
tax software/workflow tools
(e.g., CCH Axcess/ProSystem fx, UltraTax CS, Lacerte, Karbon/Canopy/XCM, DocuSign) is a plus. Excellent organizational skills; able to manage multiple priorities and deadlines. High attention to detail and accuracy in financial/administrative tasks. Strong written and verbal communication skills.
#J-18808-Ljbffr