US Tax Form Administrator

Job Purpose :

The Tax Forms Administrator is responsible for preparing and managing the submission of various US IRS entity selection forms for clients, ensuring accuracy and compliance. This role involves organizing client-submitted documentation for the tax preparation team, managing form production, obtaining client signatures, and submitting completed forms to the IRS. The Administrator will collaborate with internal teams to support efficient tax filing processes.

Key Responsibilities :

1. Form Preparation and Submission :

• Prepare required IRS entity forms for clients, including :
• Form 8832 for LLCs
• Form 2553 for S-Corps
• Form 8822-B for selection of responsible party
• Dissolution of S-Corp election letters
• Other forms as necessary
• Prepare and File US Personal and Business tax return extensions

2. Documentation Management :

3. Team Collaboration :

4. Process Improvement :

5. Administrative Tasks :

Required Qualifications :

Preferred Qualifications :