Tax Operations Specialist - Remote Position (Part-Time & Full-Time Available)
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About Us
Join Gelt: Transforming the Tax Experience
At Gelt, we're revolutionizing the tax industry with our premium tax solutions powered by advanced technology and expert CPAs. Our mission is to provide personalized and proactive tax strategies that help our clients maximize their financial potential and keep more of their hard-earned money in their pockets. We operate in the US, UK, and Israel. Visit us at joingelt.com .
Are You the One?
Are you a detail-oriented tax professional with a passion for operational excellence? Do you thrive in a fast-paced environment and love the challenge of optimizing tax processes to drive efficiency and compliance?
We are looking for a strategic and analytical thinker to support our tax operations team. With a strong understanding of tax regulations and a proven track record of success, you will be instrumental in ensuring our tax operations run smoothly and effectively. If you're ready for an exciting challenge, we want to hear from you!
In This Role, You Will:
- Work closely with the tax team throughout the year and extensively during the two tax seasons to ensure that all extensions and tax returns are timely filed
- Manage the delivery of tax returns to clients via Pandadoc and ensure all necessary signatures are collected
- Manage the tax return workflow system Financial Cents/XCM to ensure that all clients and active projects are updated
- Manage First Class Mail account for incoming IRS and state authority correspondence for our clients and ensure outstanding tasks are assigned accordingly
- Deliver all outgoing mail to local USPS office and manage tracking information
- Serve as a liaison between the Gelt platform and the tax team to assist with the development and implementation of new features
- Establish and maintain clear administrative and quality control processes to ensure smooth daily internal and external functionalities
Core Qualifications:
- Must be attentive to detail and have excellent written and verbal communication skills
- Must be at minimum an intermediate level in Microsoft Word and Excel
- Ability to work in a fast paced environment and maintain the utmost professionalism and efficiency
- Excellent organizational skills
Technical Requirements (Device):
- Laptop/Computer: At least 8GB RAM.
- Headset: Preferably with a noise-canceling microphone.
- Fast/Stable Internet Connection: At least 10 Mbps.
- Availability: Able to work long-term within U.S. business hours.
Experience Requirements
Must have held a previous administrative position for at least 5 years
Please submit your resume, portfolio, and a brief cover letter explaining why you are the perfect fit for this role to [email protected] ONLY. We look forward to seeing your creative work and discussing how you can contribute to our team!