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BUCKINGHAM STRATEGIC WEALTH LLC

BUCKINGHAM STRATEGIC WEALTH LLC is hiring: Administrative Tax Associate in Saint

BUCKINGHAM STRATEGIC WEALTH LLC, Saint Louis, MO, US


Job Description

Job Description

The Administrative Tax Associate position will help support the tax preparation and filing service offered at Buckingham. This team member will work with Buckingham Integrated Tax Solutions team to assist in the processing and filing of client’s tax returns. This is a seasonal position from January through April 2025. It is an in-office position Monday – Friday through the end of February and then will transition to Monday – Saturday during peak tax season.

Essential Duties and Responsibilities

  • Process paper and electronic tax documents for use in tax return preparation
  • Participate in the tracking of client tax returns and tax documents
  • Copy and Collate various tax returns (1040, 1120, 1065. Etc.)
  • Maintain an organized filing system of paper and electronic documents
  • Mail, FedEx, Certified Return Receipts

Basic Qualifications

  • High School Diploma
  • Competency in Microsoft applications: Word, Excel, Outlook, Adobe PDF
  • Prior accounting duties, a plus


Knowledge, Skills and Abilities

  • Exceptional interpersonal skills
  • Self-motivator with excellent organization skills
  • Verbal and Written Communication Skills a must
  • Strong organizational, project management and problem-solving skills with impeccable multi-tasking abilities
  • Prior administrative experience preferred
  • Attention to detail