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Remote Tax Operations Specialist

wealth enhancementNew York, NYSenior L5
Wealth Enhancement is seeking a Tax Operations Administrator to coordinate client tax operations and data management remotely across the United States. You will work with Tax Advisors, Financial Advisors, and clients to ensure timely engagement letters, organizers, and document flow. Strong Excel and Salesforce skills are required, with at least 3 years in tax operations. The role emphasizes accuracy, organization, and collaboration within a growing national team, offering comprehensive benefits
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Level

Senior L5

Location

New York, NY

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

2 days ago

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