Tax Administrative Assistant

Position Summary

Gelfand, Rennert & Feldman is seeking a Tax Administrative Assistant to join our team of dedicated professionals. The Tax Administrative Assistant is responsible for assisting staff accountants and managers with administrative components of tax filing. This position is fully in office out of our Nashville, TN office. Additionally, this role requires the ability to work overtime hours and weekends, as needed during tax season.

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 reporting foreign bank accounts

Create, maintain, and monitor tax-related projects 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 procuring required documentation for filing tax returns and tax related payments

Provide supporting documentation for account managers to use to book payments and receivables in AgilLink

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 the e-file department

Monitor status of tax returns/extensions and notify staff and managers of rejections or other errors

Maintain awareness of return diagnostics to point out possible impediments to the filing process

Assist with scanning and filing tax documents while maintaining 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 into electronic tax binders

Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements

Assist in tracking K-1’s and other tax-related documents

Draft IRS and other tax authority correspondence when requested

Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for firm employee use

Other projects and duties as assigned

Qualifications

High School Diploma is required

Bachelor's degree in finance or accounting (preferred)

Tax or accounting internship experience is a plus

Proficiency in Microsoft Office Suite applications, notably Excel and Word

Familiarity with AgilLink, GoSystems, or CCH Axcess is a plus

Career ambition within tax and accounting

Must possess strong attention to detail, organization, and problem-solving skills, in addition to solid interpersonal skills and other key soft skills (i.e., communication, time management, adaptability, active listening, critical-thinking, etc.)

This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $45,000 - $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 .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

The following language is for US based roles only

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.