Associate, Tax Operations

Job Summary: The Associate, Tax Operations provides critical administrative and operational support to the tax team.

This role ensures smooth processing and tracking of tax deliverables within the full engagement cycle, invoicing, and

electronic filing, with a strong focus on coordination, accuracy, and client service.

 

Essential Duties and Responsibilities:

• Gather tax documents, assemble deliverables, and maintain portals and electronic filing records.

• Communicate with clients and assist with deliverables.

• Process e-filings, manage rejections, and maintain audit documentation.

• Coordinate estimated tax payments, confirm completion, and maintain payment records as assigned.

• Draft invoices, track accounts receivable, and manage data in XCM.

• Track return flow, support backlog monitoring, and manage task status in XCM and CCH Axcess.

• Complete administrative tasks including client database management, file management, document management,

and internal meeting coordination. Tasks include engagement letters, tax organizers, tax mailings, and similar.

Required Education and Experience:

• Proficiency with Microsoft Office (Word, Excel, Outlook).

• Familiarity with basic document handling, workflow coordination, or client service.

• High school diploma or equivalent.

Preferred Education and Experience:

• 1+ years of experience in administrative, tax, or financial operations.

• Bachelor’s degree in Accounting, Finance, Business, or a related field.

• Experience with tax workflow systems (XCM, CCH Axcess, Box, ShareFile).

• Experience supporting tax professionals or working in a financial services environment.

Skills:

• Meticulous attention to detail and data accuracy; owns quality of work.

• Manages time and deadlines independently; requires minimal oversight.

• Clear, professional communicator—written and verbal; proactively seeks and shares information.

• Customer-focused, maintains confidentiality, and follows through reliably.

• Works collaboratively with others while maintaining accountability for individual responsibilities and results.

• Learns new technology quickly and adapts to changing systems and workflows.

Supervisory Responsibilities:

• None

Physical Demands/Requirements:

The physical demands described here are representative of those requirements employees must meet to perform the

essential functions of this job with or without reasonable accommodations. While performing job functions the

employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as

laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals

with disabilities to perform the essential functions.

Travel Requirement:

None