Project Manager - Tax Admin

Tax Administrator / Tax Project Manager

Location: Downtown Salt Lake City, UT

Schedule: Full-Time, In-Office

Benefits: Health, Dental & Vision Insurance | PTO | Paid Holidays | Retirement Plan

About the Role

We are looking for a highly organized, proactive Tax Administrator / Tax Project Manager to join our accounting firm in downtown Salt Lake City.

This is a key role within our firm. You will work closely with a CPA to keep tax engagements, client requests, deadlines, and internal projects moving forward. The ideal candidate is someone who enjoys creating order, staying ahead of deadlines, communicating with clients, and making sure nothing falls through the cracks.

You should be comfortable working in a professional, deadline-driven environment and managing multiple priorities at once.

What You'll Do

Tax & Project Management

Keep the CPA organized and on track with tasks, projects, client deliverables, and deadlines

Track tax return progress and follow up on outstanding items

Coordinate workflow during tax season and throughout the year

Help ensure projects move efficiently from start to completion

Identify upcoming deadlines and proactively follow up with the CPA, team members, and clients

CRM & Firm Administration

Manage and maintain the firm's CRM

Keep client records, tasks, statuses, and deadlines accurate and up to date

Create and maintain efficient administrative workflows

Make sure client requests and internal tasks are properly documented and followed through to completion

Client Communication

Communicate professionally and promptly with clients by phone and email

Request missing documents and information from clients

Provide clients with status updates and next steps

Coordinate signatures and other required documentation

Help create an organized, responsive, and professional client experience

CPA Support

Manage and organize the CPA's email inbox

Identify and prioritize emails requiring attention or follow-up

Help ensure important client communications and requests are not missed

Coordinate the CPA's outstanding tasks and priorities

Tax Return Administration

Prepare completed tax returns and related documents for client review and signature

Coordinate electronic signature requests and required authorizations

Ensure required documents are complete before returns move to the next stage

Maintain organized electronic client files and documentation

Who We're Looking For

You may be a great fit if you are

Exceptionally organized and naturally good at keeping track of details

Proactive—you don't wait to be told about every follow-up that needs to happen

Comfortable holding others accountable to deadlines and commitments

Able to manage many clients, projects, and deadlines simultaneously

Professional and confident when communicating with clients

Comfortable managing a busy professional's email inbox and priorities

Tech-savvy and able to learn CRM, tax, and accounting software

Detail-oriented and committed to accuracy

Calm and dependable during busy periods

Someone who takes ownership and follows tasks all the way through completion

Previous experience in a CPA firm, accounting firm, tax office, professional services firm, project management, or administrative role is a plus but not required.

Benefits

• We value our team and offer a competitive benefits package that includes:
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off (PTO)

Paid holidays

Retirement plan

Position Details

This is a full-time, in-office position located in downtown Salt Lake City, Utah.

If you are highly organized, enjoy working with clients, and get satisfaction from keeping people, projects, and deadlines on track, we'd love to hear from you.