Tax Operations Administrator

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Tax Operations Administrator based in the United States. This is a full-time, fully remote opportunity.

Join a collaborative wealth management environment where operational excellence and exceptional client service are essential to delivering high-quality tax services. As a Tax Operations Administrator, you will help coordinate the day-to-day processes that support tax professionals, financial advisors, and clients throughout the tax preparation lifecycle.

You will oversee critical administrative workflows, manage tax documentation, maintain accurate client records, and ensure that deadlines and compliance requirements are met. Working closely with multiple teams, you will help streamline processes, resolve operational issues, and create a seamless experience for everyone involved.

You will also use digital tools, automation, and approved AI technologies to improve efficiency and service quality. This role is ideal for a highly organized, detail-oriented professional who enjoys solving problems, supporting a team, and contributing to continuous improvement in a fast-paced environment.