Tax Operations Assistant I - Growth & Client Service

Baker Newman Noyes LLC; Manchester (NH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

20 days paid time off

6-week paid parental leave

Health, Dental, Vision, Disability and

Life Insurances

401(k) Plan with company match

Profit Sharing Plan

Business-casual office environment

Job summary

Baker Newman Noyes LLC in New Hampshire seeks a Tax Operations Assistant I to support workflow administration, tax return processing, and client communications. The role helps ensure timely delivery of tax deliverables and enhances service quality.

The ideal candidate is highly organized, detail-oriented, and comfortable learning new systems in a dynamic professional services environment; experience in administrative or tax support is a plus.

Qualifications

• Associate degree in Business Administration, Accounting, Finance, or related field preferred; equivalent experience considered.
• Previous administrative, client service, operations support, or professional services experience preferred.
• Experience in accounting, tax, financial services, legal, or other professional services environments is a plus.

Responsibilities

• Support the processing, tracking, and delivery of tax returns, extensions, estimates, and related client deliverables.
• Monitor workflow assignments and due dates to support timely completion of tax engagements.
• Assist with routing, tracking, and managing work within firm workflow and document management systems.
• Support annual tax operations projects, including database maintenance, engagement administration, and client communications.
• Maintain accurate records and documentation within firm applications and databases.
• Assist with tax return assembly, delivery, and distribution activities.
• Serve as a professional point of contact for clients by responding to routine inquiries and requests.
• Communicate with clients regarding tax return delivery, signatures, missing documents, and other administrative matters as directed.
• Support client onboarding and information-gathering activities.
• Demonstrate a responsive, professional, and client-focused approach to all interactions.
• Utilize tax operations technology, workflow systems, and automation tools to support efficient service delivery.
• Assist with document organization, tracking, and validation activities.
• Identify workflow issues or process concerns and escalation appropriately.
• Support process improvement efforts by providing feedback on operational efficiencies and technology utilization.
• Collaborate with tax professionals and fellow Tax Operations team members to meet deadlines and client commitments.
• Maintain confidentiality of sensitive client and firm information.
• Assist with special projects and other duties as assigned.

Skills

Microsoft Office

Workflow systems

Document management

Tax software

Education

Associate degree

Tools

CCH ProSystem fx

CCH Axcess

CaseWare

GoFileRoom

Job description

Baker Newman Noyes LLC in New Hampshire seeks a Tax Operations Assistant I to support workflow administration, tax return processing, and client communications. The role helps ensure timely delivery of tax deliverables and enhances service quality.

The ideal candidate is highly organized, detail-oriented, and comfortable learning new systems in a dynamic professional services environment; experience in administrative or tax support is a plus.