Tax Administrator

Tax Administrator

Firm Overview:

Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders. We provide deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR, insurance services, and AI-driven automation.

Our work is hands-on and customized. Clients work directly with a team of experienced professionals who take the time to understand how their business or personal finances operate and provide practical support that adapts as needs change.

Job Opportunity and Responsibilities:

Stable Rock is seeking a highly organized, detail-oriented, and proactive Tax Administrator to support the day-to-day operations of our Tax & Strategy Services department. This individual will play an important role in coordinating tax engagements, managing client documentation, maintaining filing calendars, and ensuring the efficient execution of tax-related administrative workflows.

Working closely with tax professionals and senior leadership, the Tax Administrator will serve as a key point of coordination between internal teams and clients, helping to facilitate a seamless experience throughout the tax preparation and filing process. The ideal candidate is process-oriented, comfortable managing multiple priorities, and takes pride in maintaining accuracy, organization, and exceptional client service.

Key Responsibilities:

• Coordinate the administrative lifecycle of individual and business tax engagements, including organizing client information, tracking deliverables, and monitoring filing deadlines.

• Manage incoming tax documentation and client records, ensuring information is accurately collected, organized, stored, and readily accessible.

• Assist with client communications, including document requests, engagement reminders, follow-ups, and general administrative inquiries.

• Monitor tax filing calendars and maintain tracking systems to ensure timely completion of returns, extensions, and other tax-related deliverables.

• Support the preparation and distribution of tax organizers, engagement letters, questionnaires, and other client-facing materials.

• Coordinate the electronic filing process, including tracking submission statuses, acknowledgments, and outstanding items.

• Assist with administrative aspects of tax notices and correspondence, ensuring appropriate routing and follow-up with the tax team.

• Maintain accurate client information, engagement records, and departmental databases.

• Support workflow management and resource coordination across the tax team, helping identify outstanding items and potential bottlenecks.

• Identify opportunities to improve administrative processes, documentation practices, and overall departmental efficiency.

Qualifications, Skills, and Experience:

• 3+ years of experience in an administrative, operations, or coordination role, preferably within a public accounting firm, tax practice, or professional services environment.

• Familiarity with individual and/or business tax preparation processes and related administrative workflows.

• Experience managing confidential financial and client information with a high degree of discretion.

• Strong organizational skills and exceptional attention to detail, with the ability to manage multiple deadlines and competing priorities.

• Excellent written and verbal communication skills, particularly when interacting with clients and internal stakeholders.

• Proficiency in Microsoft Office, particularly Excel, Outlook, and Word.

• Experience with tax preparation software, document management platforms, or workflow systems is a plus.

• Ability to work independently while collaborating effectively with a team.

• A proactive, service-oriented mindset with a willingness to take ownership of responsibilities and identify opportunities for improvement.

What Success Looks Like:

• Tax engagements are organized, documented, and tracked effectively, with key deadlines and deliverables consistently managed.

• Client documentation is collected and maintained accurately, minimizing administrative delays and allowing tax professionals to focus on technical work.

• Clients receive timely, professional communication and a consistently positive service experience.

• Internal workflows operate efficiently, with clear visibility into outstanding items, deadlines, and engagement progress.

• Administrative processes are continuously evaluated and improved to support the department's evolving needs.

Why Stable Rock

Stable Rock offers an opportunity to become part of a collaborative, entrepreneurial, and growing professional services organization where individual contributions have a meaningful impact. Our team values initiative, accountability, and a hands-on approach to solving problems.

This role provides exposure to a broad range of tax engagements and the opportunity to work closely with experienced tax professionals and senior leadership. We are looking for someone who enjoys being an integral part of a team, takes ownership of their work, and is motivated to help build efficient processes while delivering an exceptional client experience.

Location

This role will be based in either out New York City or Westchester offices and will be expected to be in office 2-3 days per week.

Compensation

Highly competitive base salary ranging from $70,000 to $90,000, based on experience and location, with eligibility for a discretionary performance bonus.

Benefits:

• Medical, Dental, and Vision insurance coverage. Employee-only premiums are paid at 100%.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options

• 401(k) retirement savings plan

• Unlimited paid time off policy

• Hybrid work flexibility to support professional and personal balance

Inclusion: Stable Rock is an equal opportunity employer and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences.

Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible.