Jacobson Lawrence & Company · 1 month ago
Tax Administrator
Seattle, WA
Full-time
Onsite
Mid Level
3+ years expJacobson Lawrence & Company is dedicated to providing a holistic approach to professional services, focusing on the financial health of their clients. They are seeking a Tax Administrator who will manage client onboarding, support tax preparation, and serve as the primary contact for tax clients, ensuring effective communication and organization within the tax department.
Management Consulting
Responsibilities
Set up new clients in the firm’s tax system and maintain accurate, up-to-date client records
Track and organize client documents, ensuring timely receipt and proper dissemination to the tax preparation team
Manage digital and physical filing systems to maintain confidentiality and compliance standards
Prepare and file client tax extensions and assist in compiling information required for tax return preparation
Support the tax team by restoring and maintaining QuickBooks files and verifying data accuracy
Coordinate with the tax staff to ensure all client information and supporting documents are complete before deadlines
Serve as the primary point of contact for tax clients, responding promptly to inquiries and requests
Communicate clearly and professionally with clients to gather necessary information and provide status updates
Build strong, professional relationships with clients, particularly nonprofit organizations
Provide administrative support to tax leadership, including scheduling, project tracking, and report preparation
Manage multiple deadlines, prioritize tasks, and adapt to shifting workloads
Exercise independent judgment and initiative in solving problems and improving departmental processes
Use QuickBooks (or QuickBooks Online) to manage and reconcile client financial data
Generate and analyze reports in Microsoft Excel to support tax preparation and review processes
Assist in ensuring accuracy and consistency of financial and tax data across systems
Collaborate with colleagues across departments to streamline workflows and enhance efficiency
Participate in internal meetings to discuss workload, deadlines, and process enhancements
Contribute to maintaining a positive, team-oriented work environment
Qualification
Required
BA and 3-5 years progressively responsible experience in administrative field
Interest in working with nonprofit organizations
General understanding of basic tax returns and financial statements
Proficient in Microsoft Office with advanced Excel skills
Experience using QuickBooks
Excellent oral and written communication skills
Highly flexible and positive in nature, able to manage multiple (or shifting) timelines and priorities
Ability to use independent judgment and initiative to solve problems and manage projects
Experience in supporting a leadership team
Preferred
QuickBooks or QuickBooks Online certification is a plus
Previous Tax Preparation Experience is a plus
Company
Jacobson Lawrence & Company
Empowering Your Business to Thrive with Tax and Accounting Solutions, Services, and Support
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase