Operations Specialist - Client-Centric Growth Path

Meadows Urquhart Acree & Cook, LLP; Richmond (VA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Comprehensive benefits

Bonus potential

Flexible work schedule

Growth opportunities

Job summary

Meadows Urquhart Acree & Cook, LLP is seeking an organized Operations Specialist to support our tax and client service operations in a professional office environment in Richmond, VA. This full-time, in-person role handles tax return processing, e-filings, client communications, and front-office duties with a focus on accuracy and efficiency.

Ideal candidates will have 3+ years of administrative experience, strong Word/Excel/Adobe Acrobat skills, and a commitment to confidentiality.

Qualifications

• High school diploma or equivalent required; 3+ years admin experience preferred.
• Strong Word/Excel/Adobe Acrobat skills and proofreading ability.
• Experience with tax return processing and e-filing is a plus.
• Experience in a financial or professional services firm preferred.
• Commitment to client confidentiality and professional discretion.
• Ability to manage multiple deadlines and priorities.

Responsibilities

• Prepare tax returns for client delivery following firm standards.
• Submit e-filings and track until accepted.
• Meet deadlines during busy season.
• Talk with clients by phone, email, and in person.
• Follow up on missing items and track to completion.
• Assist with billing and accounts receivable.
• Greet and direct visitors and answer phone calls.

Skills

Word

Excel

Adobe Acrobat

Proofreading

Deadline management

Client communication

Procedures adherence

Confidentiality

Education

High school diploma or equivalent

Associate's or Bachelor's degree

Tools

Thomson Reuters

Practice CS

UltraTax CS

Job description

Meadows Urquhart Acree & Cook, LLP is seeking an organized Operations Specialist to support our tax and client service operations in a professional office environment in Richmond, VA. This full-time, in-person role handles tax return processing, e-filings, client communications, and front-office duties with a focus on accuracy and efficiency.

Ideal candidates will have 3+ years of administrative experience, strong Word/Excel/Adobe Acrobat skills, and a commitment to confidentiality.