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Processing Lead
4 weeks ago
The Processing Lead's top responsibilities are to ensure efficient and accurate processing of tax-related documents, forms, and client information. This position requires strong interpersonal skills, attention to detail, always maintaining confidentiality and security of client information. If you are organized, personable, and thrive in a fast-paced environment, we encourage you to apply for this position and join our dynamic team at Integrated Tax Consultants.
Essential Duties & Responsibilities:
· Administrative Support: Complete a broad variety of administrative tasks that facilitate the firm's ability to effectively service our clients and staff.
·Client Interaction: Communicate with clients via phone or email to clarify questions, discuss details related to tax documents, taking electronic payments, and meeting with clients to obtain signatures.
·Collaboration: Work closely with other team members and departments, including the bookkeeping department, tax preparers and administrators, to support overall office operations. This includes assisting with special yearly projects, producing complex documents.
·Data Entry: Accurately enter client information into our firm management software and QuickBooks Online. Organize and maintain physical and digital client files in compliance with company policies. Ensure confidentiality, security, and proper handling of client documents always.
·Processing: Receive, review, and process tax documents including returns, and forms. Processes and assembles tax returns and other deliverables both in paper and digital formats. Verify the accuracy and completeness of tax forms and supporting tax documents. Identify and suggest improvements to streamline processing procedures and enhance efficiency.
·Quality Control: Manage workflow to meet deadlines and ensure timely completion of tasks. Ensure compliance with all relevant financial regulations and company policies. Conduct quality checks on completed tax returns to identify errors or discrepancies. Collaborate with tax professionals to resolve any issues and ensure accuracy. Ensure all processed documents meet established quality standards and compliance requirements.
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