Tax Administrative Associate Job at Robert Half (Lynchburg)

Senior Counsel-Associate General Counsel - Tax

Provide quality legal services on a timely and cost-efficient basis. Provide leg...

Location

United States , Minneapolis

Salary:

117000.00 - 282000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

8-10 years of experience required: Law firm, governmental or administrative agency and/or insurance or financial services company
Advanced degree required: JD, LLM specializing in taxation
Utilization of artificial intelligence tools and resources (e.g. generative AI)
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Analyze business plans and initiatives to identify legal risks, advise business partners on risk mitigation and best practices
Partner with Operations management in identifying and containing legal risks and developing best practices
Provide timely tax advice and guidance on day-to-day legal issues and projects involving new business, inforce administrations and claim processing
Collaborate with other attorneys including operations, distribution, product and litigation and other staff within legal and compliance

What we offer

Comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with amenities such as onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups promoting inclusivity and diversity

Fulltime

Administrative Assistant

The Administrative Assistant (AA) plays a vital role in providing critical admin...

Location

United States , Bloomington

Salary:

22.00 - 24.00 USD / Hour

Boyum Barenscheer

Expiration Date

Until further notice

Requirements

Associate’s degree (A.A.) or equivalent from a two-year college or technical school and a minimum of four years of related experience or an equivalent combination of education and experience
Proficiency with Microsoft Office programs, especially Word and Outlook
Experience and knowledge of accounting software programs such as Karbon, Ultra Tax, Engagement Manger, and Go File Room preferred
Organizational skills with the ability to prioritize work assignments
Excellent written, proofreading, problem solving, and oral communication skills
Applicants must be currently authorized to work in the United States on a full-time basis
Required to sit for long periods
Extensive computer, keyboard, and mouse use
Occasionally required to lift and/or move up to 25 pounds

Job Responsibility

Processes incoming tax documents for clients by sorting and preparing files for scanning
Uses tax preparation software to conduct front-end verification of tax files
Assists with scanning and filing documents to maintain organized records
Assembles tax returns for paper or electronic distribution to clients
Sends tax returns and 1099 forms through e-file systems and follow up on acknowledgments
Assists with the preparation and distribution of engagement letters and tax organizers
Monitors due dates for client tax returns and projects, ensuring timely follow-up
Orders celebration and memorial gifts for staff and clients
Provides receptionist relief and administrative support as needed
Backs up new client setup and project setup as required

What we offer

20 days of PTO plus 9 paid holidays
Firm paid medical plans
HSA and FSA options
Dental
Vision
Nice Healthcare
401(k) with a company safe harbor contribution
access to Boyum Barenscheer Wealth Management
Identity Protection
CPA assistance and completion bonus

Fulltime

Associate - Private Client

This respected Scottish firm is home to a long-standing Private Client team that...

Location

United Kingdom , Edinburgh

Salary:

58000.00 - 65000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ post-qualification experience in private client work
strong understanding of tax reliefs such as Agricultural Property Relief (APR) and Business Property Relief (BPR)
ability to manage a varied caseload independently
experience supporting clients on trust law, asset protection, and powers of attorney or guardianship
proactive approach to client service, business development, and collaboration with colleagues.

Job Responsibility

Advising a wide range of individuals, families, and high-net-worth clients on complex personal and tax-related matters
preparing wills
estate administration
inheritance tax planning
trust creation
handling contentious matters such as disputed executries and trust issues.

What we offer

Competitive salary
comprehensive benefits package
flexibility in work environment with full-time, part-time, and hybrid options
strong collaborative team culture
structured development pathways for career progression.

Finance Associate

We are seeking a Finance Associate to join our team in the Financial Services in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus

Job Responsibility

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash

What we offer

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Fulltime

Assessing Technician

Position is responsible for performing highly technical, clerical, confidential ...

Location

United States , Canton

Salary:

29.97 - 33.76 USD / Hour

TOWN OF CANTON

Expiration Date

Until further notice

Requirements

Associate degree in business, finance or accounting required
Three to five years of experience in an office where assessing and/or appraising operations are primary responsibilities
Must complete basic assessing courses approved and required by the Massachusetts Department of Revenue and the Massachusetts Association of Assessing Officers as a condition of continued employment
Knowledge of the laws, regulations, rules, procedures, and forms applicable to assessing administration
Knowledge of Town By-Laws, regulations, policies, and programs as they apply to department operations
Knowledge of assessment and sales ratios
Knowledge of types of property ownership
Knowledge of office management principles and practices and equipment used by the department
Knowledge of computers, the internet, Excel and Word
Knowledge of PK (Cama system), Munis, Viewpoint, Norfolkdeeds, MassDOT, Dept. of Revenue (regular website & Gateway (for reporting)), MLS

Job Responsibility

Assists in the preparation of real estate bills and other tax forms and records
Researches MLS listings to get valuable information for assessment of homes
Processes sales surveys sent as a result of deed transfers
Creates, maintains and generates sales reports (using SQL) for public
Downloads deeds from Assessor’s link to Norfolkdeeds.org
Researches plans, trusts, homesteads and other documents to ensure records are correct
Provides deeds and other Registry documents to residents upon request
Responsible for reviewing confidential information and determining qualification for all exemption applications
Maintains reports, creates mass mailings and assists residents with exemption applications
Ensures that all exemptions are entered into Munis for preparation of actual tax bills

What we offer

benefits eligible
AFSCME Union position

Fulltime

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

Client Services Associate

The Client Services Associate is responsible for providing a professional and we...

Location

United States , Virginia Beach

Salary:

Not provided

Stewart & Company

Expiration Date

Until further notice

Requirements

High school diploma required
At least two years of related experience preferred
Ability to sit for extended periods while working at a desk and using a computer
Ability to occasionally lift up to 20 pounds

Job Responsibility

Provide front desk coverage during normal business hours
Answer phone calls promptly, professionally, and in a friendly manner
Maintain a clean, organized, and welcoming reception area
Greet clients, assist with intake forms, and guide them through necessary processes
Assist clients with picking up documents, tax returns, and other materials and making payments at time of pick up
Coordinate the distribution of New Client Questionnaires and schedule appointments
Handle postage label printing and mail tracking
Check in documents received and ensure proper routing to the appropriate team members
Distribute faxes and other correspondence as required
Open and close the front door daily, ensuring proper security protocols

Fulltime

Tax Administrative Associate

Robert Half

Location:
United States , Lynchburg

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 13, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Tax Administrative Associate