Tax Support Administrator

Essential Functions

• Collaborate with other Tax Support team members to share routine tasks and general Practice responsibilities
• Develop an understanding and proficiency in using firm applications and software including SurePrep, STAR, Workflow, CCH Axcess, Caseware, iChannel, Microsoft Applications, etc.
• Develop an understanding of all applicable federal, state, and local tax returns filing requirements, as well as compliance deadlines and due dates
• Work closely with Tax Support Administrator Manager(s) and Tax Practice Group Leaders to receive timely feedback to ensure quality service and internal/external customer satisfaction
• Build and develop strong working relationships with team members to understand and meet workflow expectations
• Work cooperatively and effectively cross-train other team members to assist with backup duties or other office needs (such as back-up reception coverage, distribute mail, ordering supplies, etc.)
• Performs various tax related functions for the Practice on a firm wide level, including but not limited to:
• Scan and organize client workpapers for tax preparation
• Prepare, assemble, print, and mail or electronically transmit client organizers and client tax returns
• Perform specialized tasks such as scanning, copying, and archiving, as requested
• Assist with the coordination, preparation, and delivery of engagement letters
• Movement and tracking of Workflow tasks including scheduling, assignment, and tax processing
• Additional duties as assigned

Qualifications

• High school diploma required, with some college or equivalent experience preferred
• Attention to quality, with an eye for accuracy and detail
• Exceptional proofreading skills
• Excellent written and verbal communication skills
• Flexibility and ability to work well independently
• Strong team player
• Strong computer skills, with proficiency in MS Office required
• Ability to communicate effectively and professionally with all levels of personnel
• Strong organizational skills and the ability to multitask and prioritize work effectively