About this role

Deliver tax return and extension assembly and efile services
Deliver administrative services to support Tax leadership and client delivery teams
Maintain on and offsite client files
Create and maintain workflows and support special projects for Tax teams
Support tasks to maintain successful office operations

High school diploma required, associate or bachelor's degree preferred
3 to 5 years of relevant experience required
Minimum of three (3) years of operational support experience with prior experience in a professional services organization preferred
Intermediate ability to utilize Microsoft Office Suite applications with minimal guidance and support
Experience working with communication / presentation platforms (Teams, Zoom, etc.)
Salesforce, Prostaff, STAR, Esker experience preferred
Ability to communicate in a clear and concise manner effectively and proactively with keen sense of accuracy and attention to detail
Ability to share knowledge and assist with the training and development of new team members
Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance
Ability to take initiative, work autonomously, and collaboratively in a team setting

Client Operations Specialist – Tax

Key skills