Financial Support Specialist
3 days ago
At Greenlight Financial LLC, we are looking for a highly skilled and organized individual to join our tax department as a Financial Support Specialist. The successful candidate will have strong analytical and problem-solving skills, with excellent communication and interpersonal abilities.
The estimated salary for this role is $48,000 - $65,000 per year, depending on experience.
Key Responsibilities:
- Tax Return Review: Review tax returns for accuracy and completeness, ensuring compliance with all relevant laws and regulations.
- Client Engagement: Engage with clients to gather information and respond to their inquiries in a timely and professional manner.
- File Management: Maintain and update customer files, including name or address changes, mergers, and mailing attentions.
- Project Management: Schedule and organize tax work and assignments for the Tax Director, ensuring timely completion and high-quality results.
- Reporting and Analysis: Create reports regarding the current status of tax returns as requested by management.
- Document Control: Organize and manage all tax reports, statements, and documents relating to clients.
- Team Collaboration: Collaborate directly with the Tax Director on any work necessary to complete tax returns.
Essential Skills and Abilities:
- Technical Skills: Proficient in QuickBooks Desktop and Microsoft Excel.
- Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and colleagues.
- Organizational Skills: Excellent organizational skills and attention to detail, with the ability to prioritize tasks and meet deadlines.
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