Aprio Colombia - Senior Tax Administrator

Position Responsibiltiies

• Develop and maintain strong rapport with clients, providing exceptional service and support
• Correspond with clients through written and verbal communication and greet clients in person as needed
• Prepare, edit, and track engagement letters accurately and efficiently
• Manage calendar appointments and coordinate meetings for multiple partners
• Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events
• Create, revise, and design PowerPoint presentations for various purposes
• Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
• Complete client setup forms for new clients and engagements
• Handle confidential correspondence and files with discretion
• Prepare expense reports and assist with invoicing and accounts receivable support
• Proofread and prepare correspondence including client engagement letters and response letters to IRS and various tax authorities
• Act as a change agent for implementing new processes within the department and guide team members accordingly
• Manage due date reporting to meet IRS/Tax authority deadlines
• Conduct data management and cleanup of projects in applications
• Coordinate receipt of signed e-File authorizations and follow up on missing forms required for e-filing
• Assist in the delivery of tax returns not handled by the centralized delivery team
• Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs
• Support with processing certified mail and coordinate catering for team meetings and events
• Scan client documents and consolidate filing
• Participate in standby national pool support as needed
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Requirements

• Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
• Familiarity with tax-related processes and procedures (preferred)
• High school diploma or equivalent; additional certification in office management is a plus
• Proven experience as an administrative assistant or relevant administrative role (required)
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
• Familiarity with CRM tools, preferably HubSpot (preferred)
• Familiarity with CCH Axcess, Suralink, Caseware, and CCH Workflow (preferred)
• Strong interpersonal and communication skills, both written and verbal
• Exceptional organizational and time-management skills
• Ability to multitask and prioritize tasks effectively
• Discretion and confidentiality when handling sensitive information
• Detail-oriented with a commitment to accuracy
• Ability to adapt to changing priorities and work in a fast-paced environment