Tax Processing Specialist
22 hours ago
Responsibilities:
• Ensure accurate and efficient processing of tax returns, including pre-assembly, assembly, and post-assembly reviews
• Handle the delivery of returns to in-house signers or package for shipping to signers in other offices
• Responsible for e-filing returns or process paper filings as required
• Process extensions on a daily and monthly basis
• Safeguard and return client source documents
• Generate reports showing the status of tax returns on a weekly and monthly basis
• Proofread materials prepared in Tax Processing as needed
• Perform various tasks in GoSystem for the Tax staff, such as roll locators, run query reports, and print organizers
• Assist with the preparation and distribution of tax organizers and Unilateral Engagement Letters annually
• Print, distribute, and file Tax Action Bulletins monthly
• Cross-train other administrative staff in Tax Processing as needed
• Provide back-up administrative coverage including, but not limited to, Receptionist, Office Services, and Administrative Specialist
• Assist with inventory and ordering of supplies on a weekly and monthly basis.• Proficiency in Basic Office Skills
• Experience in Copying and Scanning documents
• Strong Customer Service skills
• Proficient in Data Entry tasks
• Familiarity with DocumentDirect for Windows (DDW)
• Editing and Proofreading skills
• Effective Email communication skills
• Ability to operate Fax machines
• Proficient in Excel, Office, and Word
• Experience in ordering Office Supplies
• Solid Research skills
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