· Managing the tax notice process, including opening and scanning notices, distributing notices to different teams, and tracking responses.
· Assisting with the tax return filing process, including obtaining signatures, preparing payment support, coordinating mailings, and saving down returns to internal network.
· Supporting the legal entity management function by preparing basic IRS forms as needed (SS-4’s, 8832 Election Forms) and tracking legal entity information in the appropriate databases.
· Gathering all external entity K-1s for timely delivery and maintaining an external entity K-1 tracker.
· Organizing and maintaining thorough records for team; uploading documents as needed to secure, internal databases.
· Maintaining confidentiality of all sensitive and confidential issues; assisting in a wide variety of projects as reasonably assigned.
Knowledge, Education, and Experience:
· Bachelor’s Degree preferred, but not required.
· Extremely detail-oriented and organized.
· A self-starter with the ability to prioritize and see the bigger picture.
· Strong research/data mining skills.
· Effective written and verbal communication skills.
· Effective time management skills and ability to meet deadlines.
· Ability to work in a fast-paced and demanding environment.
· High integrity and must be able to maintain confidentiality of sensitive and proprietary information.
· Advanced PC skills and excellent Microsoft Office skills.
· Intermediate level Excel skills.