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About the Role
Stable Rock is seeking a highly organized, detail-oriented, and proactive Tax Administrator to support the day-to-day operations of our Tax & Strategy Services department. This individual will play an important role in coordinating tax engagements, managing client documentation, maintaining filing calendars, and ensuring the efficient execution of tax-related administrative workflows.
Responsibilities
- Coordinate the administrative lifecycle of individual and business tax engagements, including organizing client information, tracking deliverables, and monitoring filing deadlines.
- Manage incoming tax documentation and client records, ensuring information is accurately collected, organized, stored, and readily accessible.
- Assist with client communications, including document requests, engagement reminders, follow-ups, and general administrative inquiries.
- Monitor tax filing calendars and maintain tracking systems to ensure timely completion of returns, extensions, and other tax-related deliverables.
- Support the preparation and distribution of tax organizers, engagement letters, questionnaires, and other client-facing materials.
- Coordinate the electronic filing process, including tracking submission statuses, acknowledgments, and outstanding items.
- Assist with administrative aspects of tax notices and correspondence, ensuring appropriate routing and follow-up with the tax team.
- Maintain accurate client information, engagement records, and departmental databases.
- Support workflow management and resource coordination across the tax team, helping identify outstanding items and potential bottlenecks.
- Identify opportunities to improve administrative processes, documentation practices, and overall departmental efficiency.
Requirements
- 3+ years of experience in an administrative, operations, or coordination role, preferably within a public accounting firm, tax practice, or professional services environment.
- Familiarity with individual and/or business tax preparation processes and related administrative workflows.
- Experience managing confidential financial and client information with a high degree of discretion.
- Strong organizational skills and exceptional attention to detail, with the ability to manage multiple deadlines and competing priorities.
- Excellent written and verbal communication skills, particularly when interacting with clients and internal stakeholders.
- Ability to work independently while collaborating effectively with a team.
- A proactive, service-oriented mindset with a willingness to take ownership of responsibilities and identify opportunities for improvement.
Skills
- Microsoft Office (Excel, Outlook, Word)
- Tax preparation software (plus)
- Document management platforms (plus)
- Workflow systems (plus)
Location
- New York City
- Westchester
Work Type
- Hybrid
Experience Level
- 3+ years
Salary/Compensations
- $70,000 to $90,000
Benefits
- Medical, Dental, and Vision insurance coverage (100% employee-paid premiums)
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- 401(k) retirement savings plan
- Unlimited paid time off policy
- Hybrid work flexibility
About the Company
- Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders.
- We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation.
- Our work is hands-on and customized. Clients work directly with a team of experienced professionals who take the time to understand how their business or personal finances operate and provide practical support that adapts as needs change.
- Stable Rock offers an opportunity to become part of a collaborative, entrepreneurial, and growing professional services organization where individual contributions have a meaningful impact.
- Our team values initiative, accountability, and a hands-on approach to solving problems.
- This role provides exposure to a broad range of tax engagements and the opportunity to work closely with experienced tax professionals and senior leadership.
- We are looking for someone who enjoys being an integral part of a team, takes ownership of their work, and is motivated to help build efficient processes while delivering an exceptional client experience.
Equal Opportunity
- Stable Rock is an equal opportunity employer and we value diversity at our firm.
- We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
- We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences.
- Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us.
- We will treat your request as confidentially as possible.
- In your email, please include your name and preferred method of contact, and we will respond as soon as possible.