Tax Processing Pro — Client Docs & E-Filing

Frazier & Deeter; Alpharetta (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Frazier & Deeter is seeking a Tax Processing Specialist to support the Tax team with client documents, deliverables, and essential administrative tasks. The role focuses on accuracy, efficiency, and a positive client experience in a fast-paced, collaborative setting.

Ideal candidates are detail-oriented and well-organized, with ability to handle multiple tasks, manage electronic and physical documents, and support front-office duties as needed in a growing firm that values training and

Qualifications

• High School Diploma.
• 1+ years of administrative experience in a professional services environment preferred.
• Proficient in Microsoft Word, Excel, Outlook, and Adobe.
• Excellent administrative and computer skills with ability to print, collate, and assemble documents both electronically and physically.

Responsibilities

• Processes, assembles, and delivers electronic and mailed client deliverables, including tax returns, estimates, extensions, and related documents
• E-files tax returns and extensions and monitors submission status
• Scans and organizes client documentation
• Creates and maintains organized electronic client files
• Maintains accurate client information within the database
• Supports lockdown procedures, including maintenance for client data in tax software and document management systems
• Provides general office support, which may include answering phones, greeting clients, processing and distributing incoming and outgoing mail or other shipments, and assisting with front office coverage as needed
• Perform other duties as assigned, including seasonal projects

Skills

Administrative skills

Attention to detail

Organizational skills

Education

High School Diploma

Tools

Microsoft Word

Excel

Outlook

Adobe

Job description

Frazier & Deeter is seeking a Tax Processing Specialist to support the Tax team with client documents, deliverables, and essential administrative tasks. The role focuses on accuracy, efficiency, and a positive client experience in a fast-paced, collaborative setting.

Ideal candidates are detail-oriented and well-organized, with ability to handle multiple tasks, manage electronic and physical documents, and support front-office duties as needed in a growing firm that values training and