Tax Administrator at Bluebix Solutions in Encino, CA

At Bluebix Solutions, a rapidly growing leader in financial services, we’re committed to delivering exceptional tax support and client service. We’re looking for a dedicated Tax Administrator to join our Encino, California office. This full-time, on-site position offers an excellent opportunity for career development in the tax administration field, with advancement opportunities within our expanding tax department.

As a Tax Administrator, you will play a vital role in ensuring the smooth operation of our tax processes by managing client communications, organizing tax documentation, and supporting tax preparers. Join our team to gain hands-on experience with IRS transcripts and client account management, while contributing to our mission of providing accurate and timely tax services.

This role is based in Encino, CA, and is not eligible for remote work. If you are detail-oriented, organized, and eager to grow your career in tax administration, apply today to become part of Bluebix Solutions’ dynamic team.

Key Responsibilities

• Document and record tax filing information with exceptional accuracy to maintain compliance and reduce errors.
• Communicate effectively with clients via phone, email, SMS, and mail to gather necessary tax documents and provide status updates.
• Prepare and organize client document requests to streamline tax preparation workflows and improve client satisfaction.
• Review and interpret IRS transcripts, including Wage & Income and Account Transcripts, to assist tax preparers in resolving client tax issues.
• Assist Tax Preparers by requesting additional information or supporting documents, ensuring timely completion of tax returns.
• Track and update client account status and workflow progress in Salesforce or internal systems to maintain accurate records.
• Maintain confidentiality and security of sensitive client tax information in accordance with industry regulations.

What We’re Looking For

Required:

• Strong data entry skills with exceptional accuracy and attention to detail, essential for handling sensitive tax data.
• Excellent time management and organizational abilities to manage multiple client accounts efficiently.
• Outstanding written and verbal communication skills to interact professionally with clients and team members.
• Proficiency in Microsoft Outlook, Word, and Excel for daily administrative tasks.

Preferred:

• Familiarity with the tax or financial services industry to understand tax terminology and processes.
• Experience with Salesforce or similar CRM platforms to track client interactions and workflow.
• Previous administrative experience in a tax or accounting environment is a plus.

This role offers excellent growth potential, allowing you to deepen your tax knowledge and advance within our tax department.

What We Offer

• Health insurance coverage to support your well-being.
• Paid time off to maintain a healthy work-life balance.
• Retirement plan options to help you plan for the future.
• Opportunities for professional development and career advancement within Bluebix Solutions.
• A collaborative, supportive work environment located in Encino, CA.

Frequently Asked Questions

Is this position remote or on-site? This is a full-time, on-site position based in Encino, California. Remote work is not available for this role.

What experience level is required? Candidates should have strong data entry and organizational skills. Prior experience in tax or financial services is preferred but not mandatory.

What software will I use? Daily tasks involve Microsoft Outlook, Word, Excel, and potentially Salesforce for client tracking.

Are there opportunities for career growth? Yes, Bluebix Solutions encourages career development and offers advancement opportunities within the tax department.

What is the typical workflow like? You will manage client communications, document preparation, and assist tax preparers to ensure timely and accurate tax filings.

How do I apply? Simply submit your application through our careers page or contact our HR team directly to start the process.

For more information on tax administration roles and salary benchmarks, visit the U.S. Bureau of Labor Statistics.

Ready to take the next step in your tax administration career? Apply today to join Bluebix Solutions in Encino, CA, and become part of a growing team dedicated to excellence in tax services.

Related Opportunities

Explore these similar positions that might interest you:

• Data Entry in Midland,Texas,United States
• Data Entry Operator in Salinas,California,United States
• Tax Professional at Bluebix Solutions in Westerville, Ohio, United States

Additional Resources