In this role, you’ll play a key part in supporting our clients by managing and resolving inquiries from federal and state agencies related to corporate and tax filings. Your day-to-day responsibilities will include reviewing correspondence, conducting research, and ensuring timely and accurate responses. You’ll also support data gathering and processing for K-1 reporting, and assist in the preparation of various tax and corporate filings.

We’re looking for someone who is detail-oriented, dependable, and thrives in a structured environment. The ideal candidate is someone who enjoys working both independently and collaboratively, follows established processes carefully, and is motivated by contributing to a team’s success. If you're someone who values consistency, enjoys solving problems with care, and takes pride in delivering accurate work on time, we’d love to meet you.

Key Responsibilities:

Agency Correspondence & Research Support (75%)

• Review, research, and respond to incoming correspondence from the IRS and state agencies, particularly related to incorporation filings, name changes, and IRS Forms 990PF and 990T (including extensions and payments).
• Accurately reconcile refund checks, credit adjustments, and resolve discrepancies between internal records and government agency data.
• Manage and coordinate intake of physical mail from agencies, including regular mail received from the IRS and the State of Delaware.
• Track and manage assigned work using project management tools, following established workflows and timelines.
• Partner with internal team members across Tax, Finance, and Client Services to ensure timely and thorough resolution of client tax matters.

Support for K-1 Data Management (15%)

• Organize and manage the intake of K-1 forms to ensure accurate and timely data capture.
• Review input data for accuracy, and collaborate with the accounting team to obtain any missing or clarifying documentation from K-1 preparers.
• Maintain careful attention to detail to ensure data integrity throughout the process.

Tax Filing Assistance (10%)

• Support the preparation of simple federal and state tax filings for private foundations.
• Contribute to other tax-related projects and tasks, as assigned by management, with a willingness to learn and support team goals.

• Experience communicating with the IRS or state agencies and supporting the resolution of tax-related matters.
• Highly organized and able to manage multiple priorities while maintaining accuracy.
• Clear and professional communication skills, both written and verbal.
• Analytical thinker with a methodical approach to problem solving.
• Comfortable working with systems and learning technical tools.
• Detail-oriented and reliable — someone who takes ownership of their responsibilities.
• Able to work independently with confidence, while also contributing positively to a team environment.
• Eager to learn, take initiative, and follow through on tasks from start to finish.
• Understands how each task fits into the broader process, and values precision at every step.
• This role is based in our Fairfield, CT office and requires in-office presence five days a week.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.