Tax Processing Specialist

Frazier & Deeter; Alpharetta (GA); In loco; USD 42.000 - 54.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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

Conoscenze

Administrative skills

Attention to detail

Organizational skills

Formazione

High School Diploma

Strumenti

Microsoft Word

Excel

Outlook

Adobe

Descrizione del lavoro

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary:

The Tax Processing Specialist plays a critical role in supporting the day-to-day operations of our Tax team. This individual is responsible for preparing and coordinating client documents, managing deliverables, and providing essential administrative support to ensure accuracy, efficiency, and a seamless client experience. Ideal candidates are detail-oriented, highly organized, and thrive in a fast-paced, team-oriented environment.

Duties & 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

Education & Experience:

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