Tax Administrative Assistant

Millburn, New Jersey, United States | Full-time | Partially remote

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Seeking the extraordinary! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the word for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

 

The Colony Group seeks a motivated and qualified individual for the position of Tax Administrative Assistant in our Millburn, NJ office. The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day to day activities, essentially acting as an expediter for all tax activities.  In addition, this position will be responsible for managing, coordinating and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.

 

Primary responsibilities for this position include:

  • Coordinate tax work papers and tax return assembly
  • Submit electronic filings and track acceptances through government software
  • Responsible for overall document organization including scanning and storage
  • Proactively problem solve and identify process improvements
  • Communicate with clients as needed
  • Manage Tax Advisory team calendars
  • Provide support to Tax Advisory team as needed; including assisting with the tax process
  • Prepare ad hoc reports and complete special projects as needed

The position requires:

  • 1-3 years’ experience as an administrative assistant, tax experience a plus
  • College experience a plus
  • Strong computer skills including proficiency with Microsoft Office products (CCH Axcess/XCM experience a plus)
  • Highly organized, meticulous, detail-oriented and able to multi-task in a fast paced environment
  • Self-starter and takes initiative
  • Excellent verbal and written communication skills
  • Ability to effectively work in a client focused team environment, building a spirit of cooperation, and sharing knowledge and skills with others in the group

 

* TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)