Tax AdministratorAbout the Role
Nudge Advisors' Confidential Client, a boutique international tax and legal advisory firm, is seeking a highly organized and proactive Tax Administrator to serve as the operational backbone of its growing tax practice.
This is a fully remote position that begins part-time with the expectation of transitioning into a full-time role as the firm continues to grow. The Tax Administrator will oversee the administrative execution of the client lifecycle—from onboarding through tax filing and post-filing follow-up—ensuring every engagement moves efficiently while delivering an exceptional client experience.
This role is ideal for someone who enjoys building processes, coordinating multiple priorities, and serving as the central point of communication between clients, tax professionals, and firm leadership. While this position does not provide tax advice or prepare tax returns independently, it plays a critical role in ensuring the firm's tax practice operates smoothly and efficiently.
What Success Looks Like in This Role
Success in this position is measured by organization, responsiveness, attention to detail, and the ability to proactively move client matters forward without constant oversight.
The ideal candidate is someone who enjoys creating order from complexity, follows through on commitments, communicates professionally with clients, and takes ownership of every stage of the administrative process.
Because the firm operates remotely, the successful candidate is highly self-motivated, comfortable managing multiple deadlines simultaneously, and committed to delivering an outstanding client experience.
If you're energized by building efficient systems, coordinating moving pieces, and helping professionals deliver exceptional service, you'll thrive in this role.
In This Role You WillClient Onboarding & Engagement Management
- Serve as the primary administrative point of contact for new and existing clients.
- Coordinate the complete onboarding process, including engagement letters, retainers, secure client portal setup, and tax organizers.
- Ensure onboarding requirements are completed before tax work begins.
- Track client progress and conduct regular follow-ups to keep engagements moving forward.
Document Collection & Workflow Coordination
- Coordinate collection of tax documents and supporting information.
- Review submissions for completeness and identify missing documentation.
- Maintain the firm's Tax Preparation List (TP List) as the central workflow management tool.
- Monitor return status, assignments, filing deadlines, and client deliverables.
- Coordinate regularly with Tax Managers regarding workflow priorities.
Tax Return Administration
- Distribute draft tax returns to clients.
- Coordinate client questions and collect approvals.
- Manage signature collection.
- Coordinate electronic and paper filing.
- Deliver completed return packages and filing confirmations.
- Assist with quarterly estimated tax payment reminders and administrative follow-up.
Client Experience
- Build strong relationships with clients through proactive communication.
- Respond promptly to administrative questions.
- Coordinate document requests and filing logistics.
- Ensure every client receives timely updates throughout the tax preparation process.
Billing & Administrative Support
- Support billing and invoice coordination.
- Track payment status and outstanding balances.
- Assist clients with billing questions.
- Maintain accurate records within the firm's practice management systems.
Systems & Reporting
- Maintain accurate client records.
- Update internal workflow trackers and reports.
- Manage client portals and document organization.
- Participate in weekly coordination meetings.
- Support reporting, SOP updates, templates, and other operational initiatives.
Minimum Qualifications
- 3+ years of experience in tax administration, public accounting, legal administration, client services, or professional services operations.
- Exceptional organizational and project management skills.
- Experience coordinating multiple client engagements simultaneously.
- Outstanding written and verbal communication skills.
- Strong attention to detail and commitment to accuracy.
- Ability to work independently in a fully remote environment.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Comfortable learning and utilizing new software platforms.
Preferred Qualifications
- Experience supporting tax preparation workflows.
- Previous experience working in a CPA firm, tax practice, law firm, or other professional services organization.
- Experience with Clio Manage, Clio Grow, or similar practice management software.
- Familiarity with tax preparation software and secure document portals.
- Experience supporting trust & estate planning or corporate legal matters.
- Enrolled Agent (EA) or CPA designation is a plus but not required.
- Passion for improving workflows, systems, and client experience.
About Our Client
Our client is a modern, fully remote boutique tax and legal advisory firm specializing in sophisticated domestic and international tax planning, compliance, trust and estate planning, and business advisory services.
The firm serves entrepreneurs, high-net-worth individuals, closely held businesses, and international taxpayers with complex planning needs. Built by experienced professionals, the firm combines sophisticated technical expertise with a modern, client-first approach.
Team members enjoy meaningful work, flexible schedules, significant autonomy, and the opportunity to contribute to the firm's continued growth.
Who You'll Work With
You'll partner closely with the firm's Tax Managers, leadership team, attorneys, and administrative staff to ensure every client engagement is delivered efficiently and professionally.
This is a highly collaborative environment where communication, accountability, and continuous improvement are valued.
What's In It For You
Compensation
- $25.00 - $35.00 per hour, depending on experience.
Benefits (upon transition to full-time)
- Fully Remote / Work From Home
- Flexible Schedule
- Health, Dental & Vision Insurance
- 401(k)
- Unlimited PTO
- Company-Provided Equipment
- Significant Growth Opportunity
This position is expected to begin on a part-time basis with the opportunity to transition into a full-time role as the firm's client base continues to expand.
Equal Opportunity Employer
Our client is an Equal Opportunity Employer. They celebrate diversity and are committed to creating an inclusive workplace for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected characteristic. Employment decisions are based solely on qualifications, merit, and business needs.
Pay: $25.00 - $35.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: Remote
