Tax Processing Specialist

Core Role Purpose

Local, Regional and National Tax Return Processor
Acts as a liaison between tax preparers/accountants and clients, ensuring smooth, accurate, and timely delivery of tax returns
Ensures compliance with filing requirements and tracks returns through completion and acceptance

Key Skills & Competencies

• Strong attention to detail and accuracy
• Ability to manage high-volume, deadline-driven work
• Critical thinking and strong problem-solving skills
• Familiarity with tax software and document management systems
• Strong organizational and time management skills
• Effective communication and customer service skills
• Able to work efficiently in a team environment

Essential Functions And Primary Duties

• Assemble, review, and deliver tax returns accurately and timely
• Maintain workflow queues and ensure deadlines are met
• Verify required documentation and ensure compliance with firm requirements
• Deliver returns to clients via secure methods and provide status updates
• Support extension filings and monitor regulatory deadlines
• Assist with reporting, tracking, and seasonal processing initiatives

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.