Key skills
CommunicationSales
About this role
Role Overview
- Electronically process and assemble tax returns from the tax software
- Deliver assembled tax return packages via SafeSend Returns or email to client in a timely manner
- Electronically file tax returns within the e-file system
- Assist Tax Operations Team with data projects
- Perform quality control review for completeness and accuracy of your own work
- Secure and protect Personally Identifiable Information
Requirements
- Available to work overtime (evenings and weekends), as needed
- Ability to manage and prioritize assigned work using exemplary time-management and task-prioritization skills
- Ability to work independently
- Demonstrated ability to multi-task and turnaround assigned work accurately and in a timely manner
- Excellent administrative and computer literacy skills
- Strong organizational and customer service skills
- Effective communication and interpersonal skills
- Strong attention to detail with the ability to self-review
- Positive, can-do attitude and ability to work under pressure and meet deadlines
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options