Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide.
The Tax Processor is responsible for processing tax data received from clients and third parties, mailing and tracking client correspondence, and processing completed tax returns. The Tax Processor must possess strong communication and organizational skills, be able to manage multiple tasks subject to strict deadlines, be detail oriented, and have good computer skills. Experience with Adobe Acrobat preferred. The Tax Processor position will be from mid-January 2023 through April 17, 2023. The position requires a minimum of 40 hours per week.
Compensation is based on experience. Additional time for training will be compensated.
Please send resume and salary requirements to firstname.lastname@example.org.