Tax Support Specialist, Delivery

Aprio; Phoenix (AZ); Hybrid; USD 48,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Flexible Spending Account

401k with Profit Sharing

Parental Leave

Tuition Assistance & CPA support

Discretionary incentive compensation

Wellness program

Remote and Hybrid options

Job summary

Aprio's Tax Operations team seeks a Tax Support Specialist to join our centralized Delivery Team. You will provide national support to the Tax Department, optimizing efficiency, client experience and quality control, interacting with team members across the firm.

This role emphasizes accurate records, secure handling of information, and reliable delivery of tax returns via SafeSend or secure email, with potential overtime; a positive, detail-oriented mindset helps us uphold our standards.

Qualifications

• Experience with SafeSend or similar tax applications is preferred.
• Available to work overtime (evenings and weekends), as needed.
• Ability to manage and prioritize assigned work using exemplary time-management and task-prioritization skills.
• Ability to work independently
• Demonstrates ability to multi-task and turnaround assigned work accurately and in a timely manner
• Excellent administrative and computer literacy skills
• Strong organizational and customer service skills
• Effective communication and interpersonal skills
• Strong attention to detail with the ability to self-review
• Positive, can-do attitude and ability to work under pressure and meet deadlines

Responsibilities

• Electronically deliver tax returns via SafeSend Returns or secure email to clients
• Create a high-quality client experience via professional, timely and respectful communication and troubleshooting
• Maintain accurate and up-to-date records in firm workflow software
• Utilize firm workflow software to move tax jobs through firm processes
• Perform quality control review for completeness and accuracy of your own work
• Secure and protect Personally Identifiable Information in accordance with firm policy
• Provide standby support to other centralized teams
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Skills

Time management

Multitasking

Independent work

Communication

Customer service

Attention to detail

Organizational skills

Positive attitude

Working under pressure

Tools

SafeSend

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio'sTax Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Support Specialist to join our centralized Delivery Team.

As a Tax Support Specialist on our Delivery Team, you will provide national support to the Tax Department firm wide, optimizing efficiency, client experience and quality control. You will interact with team members within your team as well as others outside of your team at all levels.

Responsibilities:

Responsibilities may include but are not limited to:

• Electronically deliver tax returns via SafeSend Returns or secure email to clients
• Create a high-quality client experience via professional, timely and respectful communication and troubleshooting
• Maintain accurate and up-to-date records in firm workflow software
• Utilize firm workflow software to move tax jobs through firm processes
• Perform quality control review for completeness and accuracy of your own work
• Secure and protect Personally Identifiable Information in accordance with firm policy
• Provide standby support to other centralized teams
• Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Qualifications:

• Experience with SafeSend or other similar tax applications is preferred
• Available to work overtime (evenings and weekends), as needed
• Ability to manage and prioritize assigned work using exemplary time-management and task-prioritization skills
• Ability to work independently
• Demonstrates ability to multi-task and turnaround assigned work accurately and in a timely manner
• Excellent administrative and computer literacy skills
• Strong organizational and customer service skills
• Effective communication and interpersonal skills
• Strong attention to detail with the ability to self-review
• Positive, can-do attitude and ability to work under pressure and meet deadlines

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.