Tax Processing Specialist

📋 Description

• Processes, assembles, and delivers electronic and mailed client deliverables, including tax
• E-files tax returns and extensions and monitors submission status
• Scans and organizes client documentation
• Creates and maintains organized electronic client files
• Maintains accurate client information within the database
• Supports lockdown procedures, including maintenance for client data in tax software and document

🎯 Requirements

• High School Diploma
• 1+ years of administrative experience in a professional services environment preferred
• Proficient in the use of Microsoft Word, Excel, Outlook, and Adobe
• Excellent administrative and computer skills with ability to print, collate, and assemble documents