Tax Administrative Assistant Job at International Investor Tax Services, LLC, Atlanta, GA

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  • International Investor Tax Services, LLC
  • Atlanta, GA

Job Description

BVT Investor Services is hiring a Tax Administrative Assistant to support our Tax Manager and CFO. This is a t emporary role with a posibillity for a part-time/full-time role that offers a valuable opportunity to gain hands-on experience in tax processing and investor services.

 

Responsibilities

Power of Attorney (POA) Management:

  • Supervise the power of attorney process
  • Receive POAs from external sources and track in Excel
  • Delegate POA tasks to team members as needed
  • Process and verify POAs, ensuring accuracy of investor details
  • Enter POA information into internal systems (e.g., Distribution Services)
  • Index POAs into Docuware

Tax Processing Support:

  • Process refund checks and enter details into internal systems
  • Initiate IRS or state tax authority correspondence when necessary
  • Assist with Individual, Estate, Corporate, and Partnership tax returns
  • Perform high-volume data entry, document scanning, copying, and mailing

Billing Support:

  • Enter charges into the Distribution Services database
  • Work with our Munich office to resolve billing issues

Cross-Training & Collaboration:

  • Work closely with other tax department members for seamless task execution

Qualifications

  • Bachelor's degree or equivalent experience
  • Strong interpersonal, customer service and communication skills
  • Ability to multitask
  • Proficient in Microsoft Office suite

Job Tags

Full time, Part time,

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