Tax Administration Associate

Summary:

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.

All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to:

• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies."

The Tax Administrator plays a critical role in supporting the efficient and accurate processing of tax returns. This position requires a highly organized and detail-oriented individual with excellent communication and interpersonal skills. The Tax Administrator will be responsible for managing client files, communicating with clients, processing tax returns, and providing general office support.

Key Responsibilities:

• File Organization & Maintenance:

• Accurately scan, index, and organize electronic client files in accordance with established company protocols.

• Maintain physical client files in a secure and organized manner.

• Ensure all documents (electronic and physical) are properly labeled and stored for easy retrieval and audit trail compliance.

• Implement and maintain a robust document management system to ensure efficient access and retrieval of client information.

• Data Entry & Verification:

• Accurately enter client data into tax preparation software and other relevant databases.

• Conduct regular data quality checks to ensure accuracy and completeness of information.

• Client Agreements:

• Prepare and distribute client engagement letters and other relevant agreements.

• Track client agreement signatures and follow up with clients to ensure timely completion.

• Respond to client inquiries regarding agreements and related matters in a professional and timely manner.

• Tax Return Delivery:

• Coordinate the delivery of completed tax returns to clients via preferred methods (mail, email, in-person pickup).