Senior Tax Admin & Documentation Specialist

LE0123 Focus Partners Wealth LLC; Needham Heights (MA); On-site; USD 75,000 - 85,000; Full time

Job summary

Focus Partners Wealth LLC is seeking an administrative support professional to assist with tax documentation, client organizers, and document handling. The role emphasizes accuracy, organization, and proficiency with tax software within a non-exempt, office-based environment.

Responsibilities include preparing organizers, filing and scanning tax documents, and coordinating with clients while using E-file and ProSystem as needed. Associates/Bachelors preferred; 2+ years experience encouraged.

Qualifications

• Knowledge of MS Office Suite, ProSystem fx Suite, CCH Document and Workstream.
• Prior experience in similar role.
• Organizational skills a must.
• High school diploma required.
• Associates/Bachelor's preferred
• 2+ years' experience preferred

Responsibilities

• Send out Client Organizers
• Faxing/Copying as Needed
• Filing/Scanning of Tax Documents
• Scanning of Client Originals into Document/Scan
• Daily use of Document for creating Paperless Tax Environment
• Daily maintenance of Workstream/tracking of work
• Adding/deleting of client information to Document
• Use of E-file system as necessary
• Mailing out Client Correspondence and Tax Returns
• Use of ProSystem as needed for Extensions/Estimates/Efile Release
• Contacting clients as needed for information
• Use of Fed-Ex/Messenger Websites for mailings

Skills

MS Office

ProSystem fx Suite

CCH Document

Workstream

Education

High school diploma

Associates/Bachelor's preferred

Job description

Focus Partners Wealth LLC is seeking an administrative support professional to assist with tax documentation, client organizers, and document handling. The role emphasizes accuracy, organization, and proficiency with tax software within a non-exempt, office-based environment.

Responsibilities include preparing organizers, filing and scanning tax documents, and coordinating with clients while using E-file and ProSystem as needed. Associates/Bachelors preferred; 2+ years experience encouraged.