Seeking the extraordinaryTM! 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 world 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 Administrator.
Primary responsibilities for this position include:
- Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Sr. Tax Manager.
- Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices.
- Responsible for overall document organization including scanning and storage, both physical & within document management system.
- Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must.
- Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow).
- Manage and track notices, including state and local tax notices.
- Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc.
- Prepare reports/summaries, monitor & review task status’ & workloads, communicate progress with Director of Tax Operations.
- Proactively identify trends, work with the Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season.
- Work closely with the Director of Tax Operations and the Tax Operations team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year.
- Provide ad hoc support to Tax Advisory & Tax Operations teams nationwide on an as needed basis.
- Provide occasional backup administrative support in Bethesda office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors.
* (in person January-April & September-October, w/ option to grow into a hybrid (1-2 days/week) role May-August & November-December.
Qualifications:
- Prior experience in a Tax Admin/Tax Ops type role
- Great communication skills both verbal & written
- Comfortable working with various people on short-term and long-term projects
- Degree preferred
* This is a Non-exempt position
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)!