Tax Operations Assistant

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are seeking a Coordinator to join our Tax Operations team. As a Tax Operations Coordinator, you will be responsible for :

Responsibilities :

• Collating Income Tax Returns, Extensions and miscellaneous Information Returns
• SafeSend Assembly including SafeSend Delivery to the client
• E-filing and timely addressing e-file rejections and schema validation errors
• 1099, 1042, 8027 processing and e-filing
• Verifying Return and Extension e-file acceptance and saving E-file Confirmations in CCH Document
• Saving signed e-file authorizations in CCH Document
• Setting up new clients in tax-related systems – Axcess Tax, XCM (CCH Workflow), Avalara, etc.
• XCM Due Date List Maintenance, setting up tasks in XCM, updating staffing at the client level in XCM, updating Client Groups in XCM
• Creating SurePrep Binders
• SurePrep Verification

Qualifications :