Tax Processing Specialist

Duties & 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

Requirements

• 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