Tax Operations Specialist: Workflow & Tech Systems

MMB+CO; Latham (NY); On-site; USD 33,062 - 41,328; Full time

Benefits offered by this job

Paid holidays

Mentor program

Professional development

CPA Exam reimbursement

401K & Profit-sharing

Medical, dental and vision benefits

Dress for your day

Job summary

MMB & CO. in Latham, NY is seeking a Tax Operations Associate to support workflow management and administration of tax department processes. You will work with tax professionals and administrative staff to move engagements from initiation through delivery with high quality and client service standards.

The role emphasizes deadline-driven operations, process improvements, and strong technical and organizational skills in a professional services environment.

Qualifications

• Associate degree in Business Administration, Accounting, Office Administration, or related field; equivalent experience considered.
• 2+ years of experience in administrative, accounting, tax, financial services, or professional services environments.
• Intermediate proficiency with Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Demonstrated ability to manage multiple priorities in a deadline-driven environment.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Highly comfortable working with a wide range of technology and software tools.

Responsibilities

• Monitor and maintain tax workflow systems, including Workstream and related tracking tools.
• Coordinate tax engagement movement through established workflow processes.
• Assist with tax deadline monitoring and project status reporting.
• Maintain accurate records and documentation related to tax engagements.
• Support tax season operational initiatives and department priorities.
• Assist with administration of tax technology platforms, including SafeSend and workflow applications.
• Provide support and training to team members on department systems and procedures.
• Create and maintain process documentation and user guides.
• Identify opportunities to improve departmental processes and efficiencies.
• Participate in implementation and testing of new technologies and workflows.
• Assist with onboarding and training of new tax personnel.
• Coordinate training sessions related to department software and procedures.
• Support cross-training initiatives among administrative and tax team members.
• Serve as a resource for workflow and operational questions.
• Maintain a high level of professionalism when interacting with clients and team members.
• Ensure timely completion of assigned responsibilities.
• Demonstrate exceptional attention to detail and commitment to quality.
• Communicate effectively regarding priorities, deadlines, and workload considerations.

Skills

Attention to detail

Organizational skills

Communication

Education

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

Tools

Excel

Word

Outlook

Job description

MMB & CO. in Latham, NY is seeking a Tax Operations Associate to support workflow management and administration of tax department processes. You will work with tax professionals and administrative staff to move engagements from initiation through delivery with high quality and client service standards.

The role emphasizes deadline-driven operations, process improvements, and strong technical and organizational skills in a professional services environment.