Client-Focused Operations Specialist — Accounting Firm

Meadows Urquhart; Richmond (VA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Comprehensive benefits

Bonus potential

Growth opportunities

Job summary

Meadows Urquhart is seeking an organized Operations Specialist to keep our tax practice running smoothly. You will prepare tax returns, file electronically, greet clients, manage scheduling, and support billing and accounts receivable in a collaborative team environment.

Ideal candidates have 3+ years of administrative experience and strong skills in Word, Excel, Adobe Acrobat, with meticulous proofreading and a client-first approach.

Qualifications

• High school diploma or equivalent.
• At least 3 years of administrative experience.
• Advanced skills in Word, Excel, and Adobe Acrobat.

Responsibilities

• Prepare tax returns for client delivery, following firm standards.
• Submit e-filings and track each one until accepted.
• Meet deadlines during busy season.
• Talk with clients by phone, email, and in person.
• Follow up on missing items and track them until complete.
• Respond to client needs quickly and professionally.
• Finalize client letters using firm formatting.
• Proofread documents for accuracy before they go out.
• Help with billing and accounts receivable.
• Answer and direct phone calls.
• Greet and direct visitors.
• Schedule meetings.
• Order supplies and team meals.
• Help keep the office clean and organized.

Skills

Word

Excel

Adobe Acrobat

Proofreading

Deadline management

Client communication

Procedures adherence

Teamwork

Confidentiality

Education

High school diploma or equivalent

Associate's or bachelor's degree

Tools

Thomson Reuters

Practice CS

UltraTax CS

Job description

Meadows Urquhart is seeking an organized Operations Specialist to keep our tax practice running smoothly. You will prepare tax returns, file electronically, greet clients, manage scheduling, and support billing and accounts receivable in a collaborative team environment.

Ideal candidates have 3+ years of administrative experience and strong skills in Word, Excel, Adobe Acrobat, with meticulous proofreading and a client-first approach.