Tax Services Senior Specialist

Frost PLLC is a full-service public accounting and advisory firm committed to helping clients—and our people—thrive. We provide tax, assurance, advisory, business valuation, litigation support, and animal welfare services to clients across a variety of industries. Our culture is built on collaboration, integrity, continuous learning, and exceptional client service.

Why Join Us?

You know tax. You understand the forms, deadlines, terminology, and processes that come with working in a tax practice, and you're ready to put that experience to work in a role focused on keeping clients and professionals moving forward. As a Senior Tax Services Specialist at Frost, you'll be an integral part of our Tax team, combining your tax knowledge, organizational skills, and commitment to exceptional client service.

Responsibilities

• Assemble and process individual and business tax returns, extensions, estimates, engagement letters, organizers, and other tax-related deliverables.
• Apply your understanding of common federal and state tax forms, filing requirements, terminology, and tax processes to effectively support tax professionals and clients.
• E-file tax returns and extensions, monitor acknowledgments and rejections, identify issues, and coordinate timely resolution.
• Track tax due dates, extensions, estimates, and client deliverables to help ensure deadlines are met.
• Serve as a knowledgeable point of contact for clients, answer routine tax-process questions, assist with document and information requests, and provide responsive, professional service throughout the client experience.
• Work within tax preparation and workflow software, preferably CCH products, and assist with client portal access, document uploads, activation, changes, and troubleshooting.
• Maintain accurate and organized electronic client files, including scanning, storage, routing, and management of tax documents.
• Research questions, identify potential issues, and use sound judgment to resolve problems or determine when escalation to a tax professional is appropriate.
• Help manage workflow, priorities, and projects within the Tax practice while looking for opportunities to improve efficiency and client service.
• Collaborate with tax professionals, administrative team members, and other Frost offices to provide backup and support during peak periods and throughout the year.
• Handle sensitive client and firm information with the highest degree of professionalism, discretion, and confidentiality.

Requirements

• Five or more years of experience supporting tax services, preferably within a public accounting firm.
• Strong working knowledge of individual and business tax forms, tax terminology, filing requirements, extensions, estimates, and tax-season processes.
• Demonstrated experience working with tax returns and related documents—not simply general administrative experience.
• Ability to recognize common tax forms and understand how documents and information flow through the tax preparation and filing process.
• Strong client service skills with the ability to communicate confidently and professionally with clients regarding tax processes, deadlines, documents, and next steps.
• Experience with tax preparation, workflow, document management, and client portal software; experience with CCH products is strongly preferred.
• Advanced proficiency with Adobe Acrobat and Microsoft Office, including Outlook, Word, and Excel.
• Exceptional organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Strong problem-solving skills and the judgment to independently resolve routine issues while recognizing when a matter should be escalated.
• High attention to detail and commitment to accuracy.
• Ability to maintain confidentiality when handling sensitive financial and client information.
• Ability to work extended hours during peak tax seasons as needed.
• Ability to work on-site.

Benefits

• Competitive compensation that reflects your experience, specialized tax knowledge, and contributions.
• Generous paid time off.
• Comprehensive benefits including medical, dental, vision, life, and disability insurance.
• 401(k) with employer support.
• Professional development opportunities to continue building your tax, technology, client service, and professional skills.
• Career growth opportunities to develop into more advanced technical, operational, or leadership roles.
• Paid parental leave.
• Well-being resources designed to support your overall wellness.

Hiring Process

• Initial Screening: A phone conversation to learn more about your experience and understanding of tax processes and client service.
• Interviews: Meet with HR and members of the team you'll support to learn more about the position and discuss your experience.
• Feedback Loop: Transparent communication throughout the hiring process.