Description
You’re the GLUE holding our Tax Practice Together - Tax Practice Administrator
Rework Capital is a professional services firm providing fractional CFO services, tax preparation and planning, personal wealth management, buy/sell brokerage, and investment capital. We are in a growth mode of expanding our business, both in services and geography. You’ll play a key role in our evolving tax practice of giving us the foundation to dramatically expand. Your administrative work supporting CPA/Tax/Legal practices and partners will be invaluable in creating a smooth flowing, efficient, and organized tax practice. If you’re seeking an exciting growth opportunity in an organization that cares deeply about their positive culture and team members, we would love to have a conversation with you.
The Tax Administrator supports the day-to-day operations of the tax practice by managing client documentation, coordinating tax filings, tracking deadlines, and ensuring accurate administrative processes. This role is critical to keeping the firm organized, compliant, and responsive during tax season and year-round.
Key Responsibilities
Client & Tax File Management
- Open, maintain, and close tax client files (individual, business, and entity returns)
- Collect, organize, and track client tax documents (W-2s, 1099s, K-1s, prior-year returns, etc.)
- Ensure completeness of client files prior to preparer review
- Upload, label, and store documents in the firm’s document management system
Workflow & Deadline Tracking
- Track tax return status from intake through filing
- Monitor federal, state, and local tax deadlines
- Maintain tax season calendars and extension logs
- Follow up with clients for missing information
Tax Filing & Compliance Support
- Prepare and process tax return extensions
- Assemble and route completed tax returns for review, signature, and e-filing
- Track e-file acknowledgements and resolve basic rejections
- Assist with estimated tax payment reminders and confirmations
Client Communication
- Serve as a primary administrative point of contact for tax clients
- Send engagement letters, organizers, and secure portal instructions
- Communicate deadlines, missing items, and filing confirmations professionally
Billing & Administrative Support
- Assist with invoicing and billing coordination
- Track billable vs non-billable administrative time
- Support partners and tax staff with general administrative needs
Qualifications
Required
- 2+ years of administrative experience, preferably in a CPA or professional services firm, such as a law firm.
- Strong attention to detail and organizational skills
- Ability to manage multiple deadlines in a fast-paced environment
- Professional written and verbal communication skills
Preferred
- Experience supporting a tax or accounting practice
- Familiarity with tax software (e.g., CCH, UltraTax, Lacerte, ProSeries)
- Experience with document management systems and secure client portals
Pay: $40,000.00 - $45,000.00 per year
Work Location: In person