Senior Tax Administrator

Position:
Senior Tax Administrator

Company:
Aprio Colombia

Location:
Colombia, Bogotá / Medellin, Antioquia

Employment type:
Not Specified

Work Arrangement:
Hybrid

Short Summary:
Join Aprio's Tax Operations team as a Senior Tax Administrator, providing comprehensive administrative support to partners and staff. The role requires exceptional organizational skills, attention to detail, and effective client communication.

Responsibilities:
- Develop and maintain strong rapport with clients, providing exceptional service and support
- Correspond with clients through written and verbal communication and greet clients in person as needed
- Prepare, edit, and track engagement letters accurately and efficiently
- Manage calendar appointments and coordinate meetings for multiple partners
- Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events
- Create, revise, and design PowerPoint presentations for various purposes
- Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
- Complete client setup forms for new clients and engagements
- Handle confidential correspondence and files with discretion
- Prepare expense reports and assist with invoicing and accounts receivable support
- Proofread and prepare correspondence including client engagement letters and response letters to IRS and various tax authorities
- Act as a change agent for implementing new processes within the department and guide team members accordingly
- Manage due date reporting to meet IRS/Tax authority deadlines
- Conduct data management and cleanup of projects in applications
- Coordinate receipt of signed e-File authorizations and follow up on missing forms required for e-filing
- Assist in the delivery of tax returns not handled by the centralized delivery team
- Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs
- Support with processing certified mail and coordinate catering for team meetings and events
- Scan client documents and consolidate filing
- Participate in standby national pool support as needed
- Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Requirement:
- Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
- Familiarity with tax-related processes and procedures (preferred)
- High school diploma or equivalent; additional certification in office management is a plus
- Proven experience as an administrative assistant or relevant administrative role (required)
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
- Familiarity with CRM tools, preferably HubSpot (preferred)
- Strong interpersonal and communication skills, both written and verbal
- Exceptional organizational and time-management skills
- Ability to multitask and prioritize tasks effectively
- Discretion and confidentiality when handling sensitive information
- Detail-oriented with a commitment to accuracy
- Ability to adapt to changing priorities and work in a fast-paced environment

Benefits:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.