Tax Support Specialist, Delivery

NextGenEnergyJobs; Phoenix, Northern (AZ, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

NextGenEnergyJobs is seeking a detail-oriented tax assistant to electronically deliver tax returns via SafeSend Returns or secure email, ensuring timely and professional client communication.

You will maintain accurate records in the firm workflow system, move jobs through processes, perform QC, protect PII, and support centralized teams with a can-do attitude under tight deadlines.

Qualifications

• Experience with SafeSend or similar tax applications preferred.
• Available to work overtime (evenings and weekends) as needed.
• Ability to manage and prioritize assigned work using strong 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

Communication

Organization

Attention to detail

Multi-tasking

Customer service

Independent work

Tools

SafeSend

Workflow software

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key 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

Requirements

• 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