Tax Administrator

How We Work:

Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?

• Administrative Support: Provide comprehensive administrative assistance to tax professionals, ensuring smooth operations and efficient workflow management.
• Workflow Oversight: Manage and oversee project workflows in XCM, meticulously tracking deadlines and project milestones.
• Tax Return Assembly: Accurately assemble and prepare tax returns for submission.
• Document Management: Administer and organize Sureprep and E-file folders, ensuring all documents are properly maintained and accessible.
• E-filing: File tax returns electronically, monitor for acceptances and rejections, and address any issues promptly.
• Event Coordination: Plan and arrange lunch orders for meetings and deadlines, and organize department happy hours, and special events.
• File Management: Scan and maintain the workpaper file cabinet, ensuring all documents are accurately filed and readily available.
• Client Workpapers: Download, save, and print client workpapers from Sureprep to Sharepoint, ensuring proper documentation.
• Client Binder Creation: Create and maintain client binders in Sureprep, ensuring completeness and accuracy.
• Office Equipment Maintenance: Ensure office equipment is well stocked and operational, including paper supplies and copier maintenance.
• Mail Management: Conduct regular post office runs twice weekly (or more frequently as needed), handle certified and priority mail, and prepare packages for FedEx and UPS.
• Courier Services: Order and manage courier services as required.
• Reception Support: Serve as a backup for the receptionist, providing coverage as needed.

How Will You Get Here?

• Experience: A minimum of 3-5 years of recent office experience, preferably within public accounting.
• Adaptability: Demonstrated ability to thrive in a fast paced, dynamic environment.
• Technical Proficiency: Intermediate to advanced competency in Microsoft Office Suite and Adobe Acrobat.
• Communication Tools: Familiarity with softphone platforms such as Teams and Zoom.
• Tech Savvy: Strong technical skills with the capability to learn and adapt to new software applications.
• Workflow Management: Experience with web based workflow management solutions preferred; familiarity with XCM is an advantage.
• Core Skills: Proficiency in time management, organization, written and verbal communication, and problem solving.
• Flexibility: Willingness to work additional hours during peak seasons.
• Versatility: Readiness to take on additional responsibilities as required.
• Physical Capability: Ability to lift and/or move up to 30 pounds.
• Driving Requirements: Valid driver's license, a safe driving record, and proof of insurance.

Why Should You Apply?

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays
• Generous PTO for Non-Exempt Team Members
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)