{"start":0,"count":1,"data":[{"publicDescription":"This position is being recruited for Chêne Private Tax, LLC.
\n
\nReporting to the Senior Director, Private Tax, the Tax Operations Associate runs the administrative back-end of the practice and supports the whole team.
\nThe role covers client onboarding, engagement letters and IRC §7216 consents, organizer and document flow, e-file administration, the deadline calendar, return assembly and delivery, notice logging, billing support, and office administration. The Tax Operations Associate is the first contact for most clients and the last check on a return before it goes out. The successful candidate will be personable and professional, organized and exact, adept at multitasking in a deadline-driven environment, and sensitive to confidential matters.
\n
\nDuties and Responsibilities
\nClient Onboarding & Documents\n\n\t- Onboards new clients: prepares and tracks engagement letters and IRC §7216 consents, sets up the client portal, and creates and updates the client record in CCH Axcess.\n\t
- Distributes and tracks organizers, paper and electronic; follows up on missing documents.\n\t
- Receives, scans, organizes, and files client tax documentation in the document management system; coordinates document flow to and from the outsourced preparation partner.\n
\nE-File, Deadlines & Delivery\n\n\n\t- Administers e-filing: tracks Form 8879 e-signatures, transmits returns, confirms acceptances, follows up on rejections, and handles state equivalents.\n\t
- Maintains the practice's calendar of filing deadlines, extensions, and estimated-payment dates, and alerts the team to approaching dates.\n\t
- Prints, assembles, proofs, and delivers completed returns and payment vouchers, paper and electronic; tracks client signatures and payments.\n
\nBilling, Notices & Office Administration\n\n\n\t- Logs and routes IRS and state notices and keeps the notice register current; prepares correspondence to taxing authorities for professional review.\n\t
- Supports billing and collections: engagement setup, invoicing, and receivables follow-up.\n\t
- Schedules client meetings, manages the shared calendar, answers the phone, and receives visitors.\n\t
- Handles supplies, mail, FedEx, UPS, and certified mail, and vendor coordination for the office.\n
\nInformation Security\n\n\n\t- Applies the firm's Written Information Security Plan in daily work — secure portals, multifactor authentication, a clean desk, and no client data outside approved systems; completes required security training.\n\t
- Other administrative duties as directed by the Senior Director, Private Tax.\n
\n
\nRequirements & Preferences
\nRequired\n\n\n\t- Bachelor or Associate degree in business-related field.\n\t
- Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams) and Adobe Acrobat, including creating and editing PDF files.\n\t
- Ability to organize, prioritize, and meet deadlines with appropriate follow-up and closure in a fast-paced, time-sensitive environment; accuracy with names, numbers, and dates.\n\t
- Plain, courteous communication with clients by phone, email, and in person.\n\t
- Demonstrated ability to maintain strict confidentiality with sensitive financial information.\n\t
- Extended hours during the filing season, February through April and September through October, paid at the overtime rate; a standard week outside the season.\n\t
- Must live within daily commuting distance of Ruston, Louisiana, and work on-site.\n
\nStrongly Preferred\n\n\n\t- Experience with CCH Axcess, CCH Workflow, SafeSend, SurePrep or TaxCaddy, or comparable tax practice software, or the willingness and ability to learn them.\n\t
- Experience in a professional services setting — accounting, legal, engineering, trust company, or similar.\n
\n","id":5214,"title":"Tax Operations Associate — Private Tax"}]}