Responsibilities
- Assemble and collate completed tax returns, including federal, state, and local filings
- Organize supporting documentation (e.g., K-1s, W-2s, 1099s, financial statements) in accordance with firm standards
- Prepare tax return packages for client delivery (paper and/or electronic via portals such as SafeSend)
- Review deliverables for completeness, accuracy, and proper formatting prior to finalization
- Assist with e-filing processes, including uploading returns and monitoring submission status
- Coordinate signature requests and track receipt of signed documents
- Maintain and update document management systems (e.g., CCH Document, GoFileRoom)
- Communicate with tax team members regarding missing information or corrections
- Support extension processing and deadline tracking during busy seasons
- Assist with administrative tax processes, including scanning, filing, and data organization
- Ensure all work complies with firm procedures, quality standards, and confidentiality requirements
Requirements
- High school diploma
- 1–3 years of administrative or office experience (public accounting experience preferred)
- Strong attention to detail and organizational skills
- Ability to manage multiple deadlines in a fast-paced environment
- Proficiency in Microsoft Office (especially Outlook and Excel)
- Strong communication and teamwork skills
Nice to Have
- Associate’s or Bachelor’s degree
- Familiarity with tax documents and basic tax terminology
- Experience with document management systems or tax software (e.g., CCH, SafeSend)
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
