Tax Office Operations Specialist

Meadows Urquhart; Richmond (VA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits

Bonus potential

Growth opportunities

Flexible schedule

Job summary

Meadows Urquhart in Richmond, VA is seeking an organized Operations Specialist to keep client service and back-office tasks running smoothly. You will prepare tax returns, handle e-filings, greet clients, manage billing, and coordinate meetings in a fast-paced environment.

This role rewards accuracy, teamwork and a client-first approach, with flexible scheduling, comprehensive benefits and growth opportunities within a supportive, community-minded firm.

Qualifications

• High school diploma or equivalent required.
• 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 it is 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

Proofreading

Deadline management

Client communication

Teamwork

Follow procedures

Confidentiality

Education

High School Diploma or equivalent

Associate's or Bachelor's degree (preferred)

Tools

Word

Excel

Adobe Acrobat

Job description

Meadows Urquhart in Richmond, VA is seeking an organized Operations Specialist to keep client service and back-office tasks running smoothly. You will prepare tax returns, handle e-filings, greet clients, manage billing, and coordinate meetings in a fast-paced environment.

This role rewards accuracy, teamwork and a client-first approach, with flexible scheduling, comprehensive benefits and growth opportunities within a supportive, community-minded firm.