Client Operations Specialist – Tax

Role Overview

• Prepare, process, format, proofread, and finalize client deliverables (e.g., filings, financial documents, reports, presentations, and related materials) using firm-approved systems and standardized, centralized processes.
• Ensure accuracy, completeness, timeliness, and compliance with firm quality control and documentation standards.
• Support engagement workflows by tracking due dates, monitoring project status, and prioritizing assigned tasks to ensure timely completion.
• Communicate proactively with client service team members regarding status updates, clarifications, and deadline considerations.
• Maintain organized electronic files and engagement documentation in accordance with firm policies and regulatory requirements.
• Coordinate file closing procedures and ensure proper retention and recordkeeping standards are followed.
• Coordinate the production and distribution of client deliverables, including secure electronic delivery and, when applicable, printing, binding, and shipping.
• Provide responsive administrative support to client service teams, anticipating needs, addressing routine questions, and helping facilitate a positive and professional client experience.
• Execute responsibilities in alignment with centralized workflows and established procedures.
• Follow established workflows and procedures; communicate potential issues or inefficiencies to leadership and suggest improvements when appropriate.
• Perform additional responsibilities and special projects as assigned to support team and firm objectives.

Requirements

• High school diploma or GED required; bachelor’s degree preferred.
• Minimum of 1 year of related experience required.
• Experience in a professional services, accounting, or tax environment preferred.
• Strong customer service orientation with the ability to build and maintain positive working relationships with internal and external stakeholders.
• Excellent verbal and written communication skills; ability to interact professionally with individuals at all levels of the organization.
• Ability to handle confidential and sensitive information with discretion, integrity, and professionalism.
• Strong attention to detail with the ability to follow established procedures, checklists, and guidelines accurately.
• Effective problem-solving skills with the ability to identify issues and recommend practical solutions.
• Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team setting.
• Ability to quickly learn, adapt to, and navigate new technologies, software systems, and digital tools.
• Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Remote work options