Remote Tax Operations Specialist
wealth enhancementNew York, NY
Remote Tax Operations Specialist
Tax PreparersTax Examiners and Collectors, and Revenue AgentsBookkeeping, Accounting, and Auditing Clerks
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