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  Monitor the Admin & Tax inbox daily to file tax returns, update the status of returns sent, and forward or action emails to the appropriate staff members.
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  Run the e-signature process and send client documents for client signature on a daily basis.
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  File signed tax returns from completed signing documentation and upload audit reports.
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  Collate manually signed returns and file them within the CRM system.
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  Perform daily client database updates to ensure accuracy and completeness of records.
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  Follow up on unsigned financial statements and tax returns through e-signature reminders.
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  Report and/or resolve tax errors on a daily basis.
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  Create scheduled tax reports, including provisional tax, unpaid tax, unfiled tax, and error/statement difference reports.
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  Send provisional tax letters from approved lists using practice management software and/or spreadsheets.
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  File IRD letters and tag relevant accountants on a weekly basis.
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  Prepare weekly/monthly billing reports and draft invoices as requested by directors.
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  Assist with ad-hoc administrative projects to improve systems, processes, and client database management.

Requirements

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  Bachelor's degree in Accountancy, Accounting Technology, or Business Administration is preferred.
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  3+ years of experience in tax administration, accounting support, or a related field.
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  Proficiency in e-signature platforms (e.g., Adobe Sign), practice management software (e.g., XPM), document management systems (e.g., FYI), and CRM systems.
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  Strong attention to detail and accuracy in handling tax filings and client data.
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  Excellent organizational and time-management skills to manage recurring daily, weekly, and monthly tasks.
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  Strong written and verbal communication skills for liaising with clients and internal staff.
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  Ability to work independently, prioritize tasks, and meet deadlines consistently.
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  Familiarity with tax compliance processes and financial statement documentation.

Benefits

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  HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents).
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  Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary).
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  Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!.