Tax Operations Administrator

Experienced Tax Office Professional – Compliance \& Filing Execution

If you have not worked inside a busy tax office for at least two years, this role is not for you.

If you have worked in a tax office and were the person who:

• Knew where every return stood
• Monitored acknowledgements daily
• Handled e\-file signatures
• Followed up relentlessly on missing documents
• Resolved rejected returns quickly

…then keep reading.

Who We Are

We are a fast\-growing, advisory\-focused tax firm serving small business owners and high\-net\-worth individuals nationwide.

We are not a seasonal, chaotic compliance shop.

We proactively implement tax strategies and operate in a structured, systems\-driven environment. As we scale, we need someone who can protect the compliance engine behind the scenes.

This is a full\-time, fully remote (U.S.\-based only) position.

What You Will Own

You will be responsible for execution inside Drake tax software and our internal systems.

This includes:

Tax Filing \& Acceptance Monitoring

• File federal and state returns in Drake
• Monitor IRS/state acknowledgements daily
• Identify and resolve rejected returns (partnering with tax team as needed)
• Ensure no return stalls due to inaction

E\-File \& Signature Tracking

• Send e\-file signature requests
• Track outstanding signatures
• Follow up consistently until complete
• Confirm all filing requirements are satisfied before submission

Engagement \& Document Follow\-Up

• Send engagement letters and track completion
• Follow up on missing documents
• Maintain clean, accurate client records
• Ensure readiness before filing

You are responsible for knowing where every return stands at any given time.

Non\-Negotiable Requirements

• Minimum 2 years of experience working in a tax office
• Hands\-on experience inside tax software (Drake strongly preferred)
• Working knowledge of e\-file processes and rejection handling
• Strong follow\-up discipline
• Clear, professional client communication
• High attention to detail
• Ability to manage multiple returns at different stages simultaneously

If you have only seasonal experience or limited exposure to filing, this will not be a fit.

The Type of Person Who Thrives Here

• Detail\-obsessed
• Checklist\-driven
• Process\-oriented
• Comfortable with repetition and compliance structure
• Calm under deadlines
• Takes ownership without being chased

If you wait to be told what to do next, this role will feel overwhelming.

If you enjoy clean systems and closing loops, you will excel.

What This Role Is Not

• Not tax planning
• Not advisory
• Not creative
• Not a general virtual assistant role

This is focused operational execution inside a growing professional services firm.

Why Join Us

• Fully remote, digital\-first firm
• Structured systems and clear expectations
• Long\-term growth environment
• Team that values ownership and accountability

We are building a scalable advisory firm — and this role is critical to protecting that growth.

Job Type: Full\-time

Pay: $35,000\.00 \- $50,000\.00 per year

Benefits:

• Paid sick time
• Unlimited paid time off
• Work from home

Work Location: Remote