Tax Operations Specialist

6 days ago


Bangor, Maine, United States BerryDunn Full time
About the Role

BerryDunn is seeking a highly skilled Tax Processing Specialist to join our Assurance and Advisory Support Services Team. As a key member of our team, you will be responsible for providing support within the tax group, aiding our service teams across a wide range of industries.

Key Responsibilities
  • Print and Assemble Tax Returns: Print and assemble tax returns, route, and deliver completed returns to the proper principals and managers for review and/or signature.
  • Handle Return Delivery: Handle delivery of returns to clients, assemble tax packages to send.
  • Communicate with Clients and Colleagues: Communicate directly with existing clients, colleagues, and management regarding various tax matters.
  • Manage Client Deliverables: Manage and monitor client deliverables and due dates.
  • Demonstrate Teamwork: Demonstrate teamwork by working as a team member, understanding individual and team roles, contributing to a positive working environment by building solid relationships with team members, and proactively seeking guidance, clarification, and feedback.
Requirements
  • Attention to Detail: Possess attention to detail and quality.
  • Organizational Abilities: Have excellent organizational abilities and administrative skills.
  • Ability to Work Independently: Ability to work independently, prioritize work, and multi-task within a fast-paced environment.
  • Confidentiality: Ability to handle confidential and sensitive information.
  • Meet Deadlines: Ability to understand and meet deadlines, including following up with stakeholders, as necessary.
  • Technical Skills: Proficiency with Microsoft 365 (Outlook, Word, and Excel) and Adobe Acrobat.
  • Experience with CCH Axcess Platform: Experience with CCH Axcess Platform (Tax, Document, and Workflow) is helpful but not required.


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