Tax Support Specialist

2 weeks ago


Bloomington, United States Carlson Capital Management Full time
About the Role

We are seeking a highly skilled Tax Support Specialist to join our team at Carlson Capital Management. As a key member of our Tax & Trust Administration team, you will play a critical role in providing exceptional support to our clients during the tax season.

Key Responsibilities
  • Perform a broad scope of administrative and support tasks for the integrated tax management of a defined segment of our client base.
  • Send and receive mail, including preparing address lists and labels, and opening and distributing mail.
  • Field and route phone calls from clients and colleagues.
  • Organize client tax files, ensuring they include the most recent forms and reports.
  • Process tax organizers and filing via mail or e-file platforms.
  • Log information and track status changes using tax software.
  • Scan tax organizers into an electronic filing database.
  • Process invoice payments and route for deposit.
  • Prepare and process client property tax refunds.
Requirements
  • Demonstrate a colleague-centric skill set, including excellent phone skills and strong oral and written skills.
  • Hold to the highest standards for personal accountability, presenting a consistent, quality work product.
  • Possess a positive attitude and a passionate team orientation.
  • Maintain the highest ethical and fiduciary standards of due care and concern for clients, colleagues, and the firm, including maintaining strict standards for confidentiality of all client information.
  • Support and contribute to the firm's efforts of maintaining a collegial and team-approach to problem solving.
  • Support fully and actively the firm's mission, vision, and service to both the clients and our fellow colleagues.

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