Oracle Cloud ERP · 22 hours ago
Tax Relationship Management Associate
Denton, TX, United States
Full-time
Onsite
New Grad, Entry Level
$18/hr - $20/hr
0+ years expCetera Holdings is seeking a Tax Relationship Management Associate, a detail-oriented and service-minded professional ready to jump into the heart of tax operations. In this role, you’ll support CPAs and senior team members by organizing documents, assisting with return processing, and helping ensure clients have a smooth and professional experience.
Information Technology & Services
Responsibilities
Support CPAs and tax professionals by assisting with administrative tasks that keep engagements organized and on track
Interact with clients professionally, helping collect documents, answer basic questions, and ensure a smooth service experience
Scan, organize, and process tax documents and returns, following established procedures and maintaining confidentiality
Assist with delivery of completed returns, including preparing e-filing packets and coordinating secure transmission of final documents
Use discretion within defined guidelines to prioritize tasks and maintain workflow efficiency
Maintain internal systems and records, ensuring client files, checklists, and tracking tools are accurate and up to date
Contribute to team operations, offering feedback and ideas that support process improvements and client service
Collaborate with tax and wealth teams, helping ensure administrative processes align with broader client goals
Demonstrate professionalism and reliability, contributing to a positive team culture and supporting senior team members as needed
Qualification
Required
Strong organizational and time management skills
Excellent communication and interpersonal abilities
Ability to exercise discretion and sound judgment in daily tasks
Proficiency in Microsoft Office and tax workflow systems
High attention to detail and commitment to confidentiality
High school diploma or equivalent required
0–2 years of experience in administrative support, client service, or tax operations
Preferred
Associate's degree preferred
Experience in a professional office or client-facing role preferred
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase