{"id":1656887,"url":"https://alion.io/job/mission-wealth-tax-administrator","title":"Tax Administrator","company":{"id":2108894,"name":"Mission Wealth","domain":"missionwealth.com","url":"https://alion.io/company/missionwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Houston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":null,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"closed","first_seen_at":"2026-09-09T23:42:00Z","employer_posted_date":"2026-09-09","last_verified_at":"2026-10-30T03:15:17Z","board_verified":false,"closed_at":"2026-10-30T03:15:17Z","days_open":50,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":50},"description":"As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Administrator to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a tax role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to tax strategy. If you can articulate your proven success in a tax support role, we want to hear from you, ASAP!\nThe Tax Administrator provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.\nMission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.\nDay-to-Day as a Tax Administrator\nWork with a high-performing & growth-oriented team\nSpeak your mind, have your voice heard, innovate, and streamline existing processes\nGrow yourself personally and professionally with the support of your team \nProcess Documents that clients upload and facilitate Canopy Task “kick-off”, so the associate knows to begin preparation\nSend client signature forms for filing return/extension\nMonitor tax team inbox and respond to incoming emails/hand off to manager\nFiling of return/extension after signature\nClosing Salesforce cases and Canopy tasks\nFiling client tax returns\nSending confirmation of return acceptance to clients\nAssist with preparing federal and multi-state individual and trust income tax returns.\nLearn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.\nEvaluate and communicate appropriate tax planning strategies.\nReview documents and tax returns for accuracy.\nPerform tax technical research.\nCoordinate and communicate with other team members to perform job functions.\nOther various assigned projects associated with tax and wealth services.\nWhat You Bring as a Tax Administrator:\nBachelor’s degree in accounting or related field\n1 - 2 years of experience in a tax role\nDesire for lifelong learning, including working toward CPA or EA designations.\nKnowledge of tax laws and concepts\nFamiliarity with Form 1040 and/or Form 1041\nStrong technical skills\nAttention to detail and ability to take initiative to meet deadlines\nStrong communication skills (written/verbal) and professionalism\nAbility to work independently and remain flexible as priorities change\nProficient in Microsoft Office - Word, Excel, Outlook, and PowerPoint\nExcellent organizational skills, ability to multitask, and detail-oriented\nAble to navigate a fast-paced environment with a positive attitude\nJob Type: Full-time, salaried exempt\nLocation: This position is based out of our office in Houston, TX. This is an in-office position.\nSalary: $65,000 base salary, plus $10,000 annual bonus paid in quarterly increments\nThis position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.\nPlease submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.","description_format":"text","description_chars":4247,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-02T01:57:32Z"},{"event":"close","at":"2026-10-30T03:15:17Z"}],"visa":[],"liveness":null,"pay":{"stated_usd_annual":75000,"is_top_pay":true},"html_url":"https://alion.io/job/mission-wealth-tax-administrator","json_url":"https://alion.io/job/mission-wealth-tax-administrator.json","meta":{"generated_at":"2026-11-01T22:12:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33928,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2108894},"rest":"https://alion.io/mcp/rest/get_company?id=2108894"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmission-wealth-tax-administrator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmission-wealth-tax-administrator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmission-wealth-tax-administrator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mission-wealth-tax-administrator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmission-wealth-tax-administrator"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1656887}},{"tool":"search_jobs","arguments":{"company":"missionwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1656887},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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