- Developing an in-depth understanding of all applicable federal, state and local tax return types and assembly/filing requirements
- Understanding and adhering to tax methodology requirements for processing tax return products and other practice-specific policies
- Frequently monitoring tax processing Outlook mailboxes to retrieve tax return requests
- Accurately and efficiently logging, copying/printing/assembling and distributing tax returns
- Identifying opportunities to address customer needs and participating in initiatives to improve processes and services
- Applying knowledge of the business and the industry to identify the real issues facing our clients and providing innovative and pragmatic insights and solutions
- Working overtime during peak tax-processing time frames
- Strong communication skills, both oral and written
- Excellent skills in computer/technology and tax technology applications (e.g., Adobe Acrobat, Engagement Access Database, ECF/eDocs)
- Aptitude to learn new applications and perform work electronically, as well as use paper media when necessary
- Ability to prioritize, multitask and take responsibility for accuracy, quality and meeting deadlines
- One-plus years of related work experience; experience with tax returns a plus
- High school diploma with some college or equivalent work experience
- Ability to work within an office location
- Experience working for a professional services firm
- Experience working independently
- Experience working in a high-volume processing role with minimal supervision
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Administrative Tax Document Processor - San Francisco - enableIT
Description
Description:
The enterprise support team is committed to providing our professionals and clients with premiere facility and administrative support across various channels. As part of the tax support team, you will be tasked with providing a full scope of administrative support for tax return processing and delivery within a region.
The opportunity
As tax-processing staff, you'll deliver submitted tax returns in accordance with established practice guidelines. You'll use your tax and technology skills to help produce returns that are accurate. You'll also track the status of submitted returns, and scan and electronically save applicable tax documents. You may also be asked to carry out other tax engagement-related support activities within an office or region. In return, you'll have the support of a network of highly knowledgeable colleagues, and the opportunity to make a significant impact to your team and the organization.
Your key responsibilities include
Skills and attributes for success
You'll be able to anticipate and respond to an ever-changing environment in a practical and effective way. Your strong teaming skills will allow you to build relationships and networks across the business at all levels. As you will typically be working on multiple projects and deadlines, your strong organizational skills and keen eye for detail will be key to your success in this role. You'll need to work independently and proactively to deliver project deliverables.
To qualify for the role, you must have
Ideally, you'll also have
What we look for
We're interested in knowledgeable professionals ready to take ownership for spotting trends and improving processes. You'll need to be naturally curious, ready to learn and have a genuine passion for improvement.
Education:
Associate's degree, or equivalent work experience
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Administrative Tax Document Processor
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