Tax Department Coordinator

4 weeks ago


Tucson, Arizona, United States BeachFleischman Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Tax Assembly Department in our Tucson office.

The successful candidate will provide administrative support to our tax department, including assembling tax returns, typing general correspondence, and filing electronic documents.

The ideal candidate will have exceptional customer service skills, a high level of interpersonal skills, and the ability to represent the firm professionally in all interactions with internal and external clients.

Key Responsibilities:

  • Assemble federal and state tax returns
  • Set up new clients using Caseware software and initiate engagement letters
  • Accurately file documents electronically for easy retrieval in the future
  • Track client data manually or by a computer as needed to ensure information is accurate, neat, organized, and retrievable
  • Receive and complete multiple work tasks in a timely fashion, as assigned in writing or verbally, by various members of professional and administrative teams
  • Back up any procedures performed by Assembly team members
  • Call and greet clients in person to distribute tax returns
  • Scan client tax documents into appropriate software

Requirements:

  • High School degree or equivalency diploma. Associates degree preferred
  • Minimum of two years of related experience, multi-line phone system, or administrative assistant experience preferred

Work Environment:

Standard office working conditions

Busy Season Schedule 8:00 AM - 6:00 PM, Monday - Friday, Potential for Saturday work



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