Non-Profit Tax Administrator

Summary of Responsibilities:

Processes and tracks correspondence, tax returns, and other client information.

Essential Functions:

Set up new client accounts in GRF Practice Management as well as Non-Profit Tax Tracking systems including Star, Axcess, XCM/Workflow, and the Non-Profit Tax Tracker.

Set up client deliverables with appropriate due dates in the above tracking systems.

Assist in monitoring due dates and deadlines by running reports and regularly communicating with management.

Assist in preparing tax-only engagement letters.

Set up client portals in Suralink and add PBC request files to each engagement annually, send outreach emails and reminders to clients requesting this information.

Monitor audit schedule to stay on top of when audit jobs are being completed/ keep 990 following similar timelines as audit.

Sort & maintain the Non-Profit Tax Outlook folder – each...