The Role
Provide administrative and project coordination support to the Director of Tax Strategy: manage calendars, coordinate client communications, gather tax documents, track return status and deadlines, prepare and input data for individual/business/sales tax returns, and perform straightforward tax research and IRS correspondence.
Summary Generated by Built In
TAX ADMINISTRATIVE ASSOCIATE wanted — Join Our Great Team in Clearwater, FL!Location: Clearwater, FloridaSchedule: Monday–Friday | 7:00 AM – 3:00 PM | In-OfficeCummins Worldwide is a full-service company providing integrated solutions in Accounting, Human Resources, Tax and Legacy Planning, and Wealth Management through one experienced team.With decades of expertise and a commitment to complete visibility, we help individuals, families, and businesses simplify complex financial and operational needs without the hassle of coordinating multiple firms. Our mission is to provide exceptional client service through accuracy, integrity, collaboration, and continuous improvement.Position OverviewWe're looking for a highly organized, proactive, and detail-oriented Associate to become the right hand to our Director of Tax Strategy. You'll serve as the main coordinator of the Tax Department by managing schedules, tracking projects, gathering client information, performing tax research, assisting with tax preparation, and ensuring nothing falls through the cracks. The ideal candidate enjoys creating order from chaos, takes initiative without being asked, follows through relentlessly, deadline driven, and isn't afraid to pick up the phone to obtain missing information. If you're someone who enjoys being indispensable to a fast-moving team while continuing to grow your tax knowledge, we'd love to meet you.What You'll Do:Executive & Administrative Support· Manage the Director of Tax Strategy's calendar and schedule meetings· Coordinate client appointments and follow-up calls· Draft professional emails and client correspondenceTax Support· Assist with tax preparation by gathering, organizing, and entering client information.· Conduct tax research on straightforward tax questions.QualificationsRequired· Strong administrative and organizational skills· Excellent written and verbal communication· Desire to learn or experience in tax prepWhat We Offer· Competitive weekly pay (paid every Friday)· Long-term career growth opportunities· Mentorship from experienced tax professionals· Exposure to advanced tax planning, IRS representation, trusts, and advisory services· A collaborative team committed to continuous learning· The opportunity to help build and shape a growing Tax Department from the ground up
Ready to apply—or know someone who would be a great fit?We'd love to hear from you!
Ready to apply—or know someone who would be a great fit?We'd love to hear from you!
Skills Required
- Minimum of two to three tax seasons preparing income tax returns
- Strong administrative and organizational skills
- Excellent written and verbal communication
- Experience preparing Forms 1040, 1120S, 1065, 1120 and 1041
- Experience with IRS correspondence
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The Company
What We Do
Cummins Worldwide is a professional services firm specializing in personal and enterprise finance, accounting, and management. Founded by Tom Cummins, the company leverages proven financial strategies and corporate solutions to help clients achieve financial mastery. By providing expert guidance in finance and HR solutions, they empower businesses and individuals to drive strategic growth, secure a competitive edge, and establish a stable, long-lasting legacy.
