Tax Operations Assistant I — Tech-Driven, Client-Focused

Baker Newman Noyes LLC; Portland (ME); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

20 days paid time off

5 sick days

11 paid holidays

6-week paid parental leave

Health, Dental, Vision, Disability and

Job summary

Baker Newman Noyes LLC in Portland, ME is seeking a Tax Operations Assistant I to support workflow administration, tax return processing, client communications, and operational support in a growing tax team.

The ideal candidate is highly organized, detail-oriented, and capable of learning new systems. The role emphasizes technology-enabled service and professional collaboration within the firm.

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.

Skills

Microsoft Office

Workflow systems

Tax software

Education

Associate degree in Business Administration, Accounting, Finance

Tools

CCH ProSystem fx

CCH Axcess

CaseWare

GoFileRoom

Job description

Baker Newman Noyes LLC in Portland, ME is seeking a Tax Operations Assistant I to support workflow administration, tax return processing, client communications, and operational support in a growing tax team.

The ideal candidate is highly organized, detail-oriented, and capable of learning new systems. The role emphasizes technology-enabled service and professional collaboration within the firm.