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RH
Robert Half
Tax Assistant
Career Insights for Compliance Officer / Analyst
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Scorecard
Based on Delaware data
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What they do
A Compliance Officer or Analyst monitors internal compliance with company policies and also company compliance with local, state and federal laws. Reviews company documents, including contracts and marketing materials; communicates with employees and develops training and internal policy materials.
$77,695 / year median in Delaware
-4% projected decline
Job Description
at Robert Half in Wilmington, Delaware, United States Job Description Description We are looking for an Tax Assistant to join a hybrid team in Wilmington, Delaware, supporting a busy tax operations function within a trust services environment. This contract position with potential for permanency is ideal for someone who is highly organized, comfortable managing time-sensitive administrative processes, and able to maintain precise records across multiple systems. The role centers on coordinating tax-related documentation, payments, and filings while partnering closely with internal teams to keep client information accurate and up to date.
Responsibilities:
- Enter and track tax notices in designated systems, update client files, and coordinate approved payments with internal trust administration partners.
- Manage the receipt and handling of approved tax refund checks, including arranging deposits and maintaining accurate supporting records.
- Retrieve annual tax source documents such as 1099s and K-1s, then save them to official client documentation repositories.
- Support the preparation and processing of tax returns, extensions, and estimated payments by creating tasks, communicating deadlines, and arranging submission by mail or electronic methods.
- Review filing activity to confirm e-file submissions have been accepted and follow up on any outstanding confirmations or exceptions.
- Prepare outbound tax-related correspondence, including grantor 1099 letters, and update records to reflect client changes or new tax information.
- Assist with FBAR preparation and maintain detailed tracking for domestic and foreign filing requirements, open items, and compliance deadlines.
- Add new clients to relevant applications after summary meetings and produce reports related to billing, filing status, and departmental tracking needs.
- Provide backup support for broader operations administration, including mailing payments or correspondence to tax authorities and assisting with special projects as assigned. Requirements
- High school diploma required; an associate or bachelor's degree is preferred.
- At least 3 years of relevant experience in tax operations, administrative processing, or a similar support role.
- Advanced proficiency in Microsoft Excel and working knowledge of other Microsoft Office applications.
- Familiarity with tax software is preferred, along with prior experience in a tax department or public accounting environment.
- Strong attention to detail with the ability to manage sensitive information accurately and confidentially.
- Effective written and verbal communication skills, along with the ability to build productive working relationships across teams.
- Excellent organizational skills and the ability to stay focused while handling multiple deadlines and changing priorities.
- Comfortable learning new systems quickly and capable of documenting or improving internal procedures when needed.
- whenever you choose
- even on the go.
Benefits
- 401(k) Plans
- Health Insurance
- Dental Insurance
- Vision Insurance