Tax Processing Specialist

About the Role

The Tax Processing Specialist plays a critical role in supporting the day-to-day operations of the Tax team. This individual is responsible for preparing and coordinating client documents, managing deliverables, and providing essential administrative support to ensure accuracy, efficiency, and a seamless client experience. Ideal candidates are detail-oriented, highly organized, and thrive in a fast-paced, team-oriented environment.

Key Responsibilities

• Processes, assembles, and delivers electronic and mailed client deliverables, including tax returns, estimates, extensions, and related documents
• E-files tax returns and extensions and monitors submission status
• Scans and organizes client documentation
• Creates and maintains organized electronic client files
• Maintains accurate client information within the database
• Supports lockdown procedures, including maintenance for client data in tax software and document management systems
• Provides general office support, which may include answering phones, greeting clients, processing and distributing incoming and outgoing mail or other shipments, and assisting with front office coverage as needed
• Performs other duties as assigned, including seasonal projects

Qualifications

• High School Diploma
• 1+ years of administrative experience in a professional services environment preferred
• Proficient in the use of Microsoft Word, Excel, Outlook, and Adobe
• Excellent administrative and computer skills with ability to print, collate, and assemble documents both electronically and physically