Tax Assistant

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.

Qualifications:

• 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.

Compensation

$30.00-$30.00 Hourly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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