Role OverviewThe 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.
What You Will Do
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.
Why It Might Be a Fit
The ideal candidate is highly organized, detail-oriented, customer-service focused, and comfortable learning new systems and processes in a dynamic professional services environment.
Requirements
- Associate degree in Business Administration, Accounting, Finance, or related field preferred; equivalent experience considered.
- Previous administrative, client service, operations support, or professional services experience preferred.
- Experience in accounting, tax, financial services, legal, or other professional services environments is a plus.
- Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
- Ability to learn and utilize workflow systems, document management platforms, and tax-related technology.
- Experience with software such as CCH ProSystem fx or CCH Axcess, CaseWare, GoFileRoom, or similar applications is helpful but not required.
Benefits
- 20 days paid time off
- 5 sick days
- 11 paid holidays
- 6-week paid parental leave
- Health, Dental, Pet, Vision, Disability and Life Insurances
- 401(k) Plan with company match
- Profit Sharing Plan
- Business-casual office environment
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