Position Summary
Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join our team of dedicated professionals. The Tax Administrative Assistant is responsible for assisting Staff and Managers with administrative components of tax filing. Gelfand, Rennert & Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. Additionally this role will require you to work weekends during peak seasonal deadlines. This position is based out of both Encino, CA and Century City, CA.

Primary Responsibilities

• Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts
• Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met
• Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments
• Provide supporting documentation for Account Management personnel to use to book payments and receivables in Agilink or DF Imaging
• Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing
• Assemble and coordinate all documentation necessary for requests to E-File Department
• Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors
• Maintain awareness of return diagnostics to point out possible impediments to the filing process
• Maintain proper filing procedures for effective record keeping
• Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary
• Monitor booking of tax AJE’s
• Upload tax documents and other tax-related paperwork in the electronic tax binders
• Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements
• Train new hires on the policies and procedures of the tax department
• Assist in tracking of K-1’s and other tax-related documents
• Draft IRS and other tax authority correspondence when requested
• Assist with scanning and filing of tax documents 
• Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm
• Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified
• Other projects and duties as assigned 

Qualifications

• High School Diploma is required
• Bachelor's degree is preferred 
• Must be incredibly detail oriented and possess strong organizational skills
• Proficiency in Microsoft Office Suite, especially Excel and Word
• Familiarity with Agilink, GoSystems, or CCH tax software is a plus
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
• Capability to learn new systems and process information quickly

This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $48,000 - $57,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

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