Tax Operations Specialist - Workflow & Client Service

Baker Newman Noyes; Portsmouth (NH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

20 days PTO

5 sick days

11 holidays

6-week parental leave

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) with company match

Profit sharing

Job summary

Baker Newman Noyes (BNN) is seeking a Tax Operations Assistant I to support workflow administration, tax return processing, client communications, and operational tasks. This role contributes to a technology-enabled service model and requires strong organization, detail orientation, and customer service focus.

The ideal candidate will assist with tax return assembly, onboarding, and documentation, while learning firm systems and processes in a dynamic professional services environment.

Qualifications

• Associate degree preferred; equivalent experience considered.
• Experience in administrative, client service, operations support, or professional services environments 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 elevate 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

Organizational skills

Attention to detail

Communication skills

Time management

Independent work

Team collaboration

Education

Associate degree in Business Administration, Accounting, Finance, or related field

Tools

Microsoft Office

Workflow systems

Document management platforms

CCH ProSystem fx

CCH Axcess

CaseWare

GoFileRoom

Job description

Baker Newman Noyes (BNN) is seeking a Tax Operations Assistant I to support workflow administration, tax return processing, client communications, and operational tasks. This role contributes to a technology-enabled service model and requires strong organization, detail orientation, and customer service focus.

The ideal candidate will assist with tax return assembly, onboarding, and documentation, while learning firm systems and processes in a dynamic professional services environment.