Senior Tax Processing Services Specialist

Tax Processing Specialist

We are seeking a detail-oriented and highly organized Tax Processing Specialist to support our tax team in a fast-paced, deadline-driven environment. This role is responsible for processing tax returns and related documents, monitoring filing deadlines, resolving processing issues, and providing administrative support to tax professionals and firm leadership.

• Review and process a high volume of tax returns and related documents for a variety of client types, including high-net-worth individuals, corporate entities, flow-through entities, nonprofits, etc.
• Resolve processing errors and discrepancies on behalf of clients and tax professionals
• Serve as subject-matter expert for tax processing procedures, supporting staff development and continuous improvement of departmental processes
• Aid management with workload planning and quality control
• Provide top-tier administrative support to tax partners and other firm leaders, including monitoring return statuses and due dates, tracking and meeting filing deadlines, and documenting procedures and process improvements with a proactive and service-oriented approach
• Show strong multi-tasking, prioritization, and critical thinking skills
• Be able to work overtime if needed, including evenings and weekends during the tax department’s peak deadline periods
• Foster interdepartmental collaboration and communication to support client service and firm success

Qualifications

Required:

• 2-4 years of experience in an administrative, project management, or client service role required, experience in a professional services firm preferred
• Demonstrated success operating in a deadline-driven environment with high attention to detail and sense of urgency
• Ability to effectively manage multiple projects and competing priorities while maintaining strong relationships and delivering high-quality results
• Proficiency with computers, copiers, etc., and ability to quickly learn industry-specific software and technology
• Intermediate Microsoft Office experience, specifically in Word, Outlook, and Excel
• Proficiency in Adobe Suite