Tax Workflow Coordinator

Responsibilities

• Process tax returns, including E-filing of tax returns
• Proofread, edit, and process financial statements, reports, and correspondence
• Provide project-based professional administrative support to team members
• Provide back-up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members
• Aid team members with preparing reports, drafting letters, memos, and other client related correspondence
• Assist with clerical duties including printing, scanning, filing and faxing documents
• Assist with other ad hoc administrative duties as needed

Qualifications

• Associate’s degree (or equivalent experience)
• 5+ years of administrative or clerical experience required
• 2+ years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred
• Ability to work in the office Monday through Friday. Saturdays may be required at times.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe
• Quickly learn new software programs is a necessity
• Experience with CCH Workflow, Axcess/E-filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and/or SafeSend Returns is a plus
• Exemplary writing, proofreading and editing skills
• Strong organization and problem-solving skills and excellent attention to detail, to help maintain production accuracy and meet critical deadlines
• Excellent time management skills with the ability to multi-task and prioritize work
• Ability to work independently and with a team
• Basic accounting knowledge preferred

Benefits

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.