Job Details

Summary/Objective

Reporting to the Tax Advisors, the Tax Administrative Specialist is responsible for handling a broad range of administrative responsibilities within the tax department.

Essential Functions

1. Direct responsibility for the inflow, outflow, and retention of information to and from our clients and other departments within our firm
2. Work closely with clients (internal and external) to gather information needed to complete tax returns
3. Download documents from our secure server and save them within our electronic filing system
4. Complete special projects as assigned by direct and indirect supervisors

Responsibilities and Duties

1. Check the file management software periodically throughout the day for items added to his/her inbox for documenting, scanning, etc.
2. Update/maintain internal database with taxpayer details and tax return statuses
3. Internally communicate and coordinate with the other departments in the firm
4. Ability to multi-task and effectively perform project execution within assigned deadlines
5. Assist in set up of workpapers for tax filings
6. Assist in preparation of tax estimated payment vouchers
7. May help prepare tax extensions and input individual tax returns
8. Able to use sound judgement and problem-solving skills
9. Exhibit superior verbal and written communication skills
10. Exhibit exceptional customer service skills and responsiveness to client requests
11. Consistently demonstrate professional demeanor and presentation
12. Demonstrate ability to be flexible and adapt to an ever-changing work environment
13. Able to appropriately handle confidential and highly sensitive material

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• High School diploma required (Associate's degree preferred)
• Minimum of 2 years in banking or financial role, tax processing/record experience preferred
• Strong written and communication skills required
• Solid computer skills, including ability to work effectively and efficiently within Microsoft office required
• Adobe Acrobat experience preferred
• Proven ability to learn processes, procedures and computer software quickly required

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, open-environment, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers, filing cabinets, and fax machines. Upon management's approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. although additional hours may be required to complete work timely and accurately. Flexibility in hours is allowed based on management's approval. The ability to work remotely is allowed based on management's approval. There are certain tasks that will require an in-office presence.

Compensation

$23.00 - $28.00 per hour USD

Benefits

Heavily subsidized medical insurance options

Generous employer HSA contributions

100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health

Dental and Vision plans

Unlimited PTO

Organization-paid holidays, including an extended Winter Break

Safe Harbor 401k Plan

Employer-paid professional dues, licenses, and renewals

Continuing Education resources

Family Planning Assistance Program and Paid Parental Leave

Subsidized fitness programs

CWA has consistently been recognized from rating services and publications such as:

INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)

Top Workplaces - Financial Services (2024)

Top Workplaces - Culture Excellence (2024)

Accounting Today - Top Firm by AUM (2024)

USA Today - Top Workplaces (2024, 2025)

Accounting Today - Top 100 Firms (2022, 2023)

Forbes America's Best Tax & Accounting Firms (2022, 2023)

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace (2022, 2023)

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)

INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)

INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ...@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.