Tax Strategy Admin
Please mention DailyRemote when applying
AI Summary
The Tax Strategy Administrator will manage client communications, monitor shared inboxes, and coordinate with tax strategists to track deliverables. They are also responsible for maintaining accurate client records, preparing engagement letters, and ensuring all documentation is organized according to internal SOPs.
Individual applicants residing in the US only
About the role
We’re looking for a detail-oriented and organized Tax Strategy Administrator to join our growing team. In this role, you’ll support the daily operations of our tax and strategy team, manage client communication, and ensure important tasks are completed on time and in line with internal SOPs. You’ll play a vital role in making sure our clients have a smooth, responsive, and well-documented experience.
What you'll do
- Monitor and manage the tax team’s shared inbox; prioritize, route, and respond to client messages as needed
- Send post-meeting Strategy Summary emails to clients using provided templates
- Follow up with clients on outstanding action items and missing documentation
- Maintain up-to-date client records and ensure all communications are properly documented
- Coordinate with tax strategists and internal teams to track deliverables and meeting outcomes
- Prepare tax engagement letters and support onboarding documentation for new clients
- Create and maintain client profiles in internal systems (e.g., Airtable)
- Gather required data across teams, including retrieving prior-year tax returns and downloading financial reports from bookkeeping systems
- Upload and organize documents within the tax filing system to ensure completeness and accuracy
- Follow and execute established SOPs for communication, documentation, and task management
Qualifications
- 2+ years of experience in an administrative, tax, finance, or operations support role
- Experience with QuickBooks Online, Google Workspace, Adobe, ShareFile, and ability to learn new systems quickly
- Strong written and verbal communication skills, with the ability to professionally handle client interactions, including occasional escalations
- Highly organized with strong attention to detail and ability to manage multiple priorities
- Comfortable working with tax preparers and accounting teams to understand required documentation and communicate needs to clients
- Experience maintaining accurate records, including meeting notes, client communications, and CRM/profile management
- Proficient with tools such as Word, Excel, Notion, Airtable, and email platforms
- Self-motivated and reliable, with strong time management skills and ability to stay on top of recurring tasks
Why Join Us
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
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