Tax Workflow Specialist

Doeren hew; Grand Rapids (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Doeren Mayhew seeks a Tax Workflow Coordinator for our Grand Rapids, MI office to provide high level client service and administrative support to Principals, Staff and Clients.

The role entails handling tax returns, proofreading financial statements, and delivering project-based support while maintaining efficient office operations. Strong software proficiency and meticulous attention to detail are essential.

Qualifications

• Associate’s degree (or equivalent experience).
• 5+ years of administrative or clerical experience required.
• 2+ years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred.

Responsibilities

• Process tax returns, including E-filing of tax returns.
• Proofread, edit, and process financial statements, reports, and correspondence.
• Provide project-based professional administrative support to team members.
• Provide back-up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members.
• Assist team members with preparing reports, drafting letters, memos, and other client related correspondence.
• Prepare materials for presentations and client meetings using Microsoft Excel, PowerPoint and Word.
• Assist with clerical duties including printing, scanning, filing and faxing documents.
• Other ad hoc administrative duties as needed.

Skills

Proficient in Microsoft Office

Typing/ data entry

Proofreading/editing

Time management

Teamwork

Independent work

Education

Associate’s degree

Tools

CCH Workflow

Axcess/E-filing

STAR Time Entry

SurePrep

TaxCaddy

Salesforce

SafeSend Returns

Job description

Doeren Mayhew seeks a Tax Workflow Coordinator for our Grand Rapids, MI office to provide high level client service and administrative support to Principals, Staff and Clients.

The role entails handling tax returns, proofreading financial statements, and delivering project-based support while maintaining efficient office operations. Strong software proficiency and meticulous attention to detail are essential.