Tax Operations Assistant I (Seasonal)
About the role
If you're looking for an opportunity to build operational expertise, learn new technologies, and contribute to a high-performing tax team, Baker Newman Noyes offers an exciting environment for growth and development. The Tax Operations Assistant I plays an important role in supporting the successful delivery of tax services by assisting with workflow administration, tax return processing, client communications, and operational support activities. This position helps ensure tax returns and related deliverables move efficiently through the tax process while providing a high level of service to both internal and external clients. As the Tax Operations function continues to evolve through increased use of technology, automation, and workflow tools, this role will contribute to a more integrated, client-focused, and technology-enabled service model. The ideal candidate is highly organized, detail-oriented, customer-service focused, and comfortable learning new systems and processes in a dynamic professional services environment.
Responsibilities
- Support the processing, tracking, and delivery of tax returns, extensions, estimates, and related client deliverables.
- Monitor workflow assignments and due dates to support timely completion of tax engagements.
- Assist with routing, tracking, and managing work within firm workflow and document management systems.
- Support annual tax operations projects, including database maintenance, engagement administration, and client communications.
- Maintain accurate records and documentation within firm applications and databases.
- Assist with tax return assembly, delivery, and distribution activities.
- Serve as a professional point of contact for clients by responding to routine inquiries and requests.
- Communicate with clients regarding tax return delivery,