Operations Specialist

About the role

Meadows Urquhart takes pride in being a different kind of accounting firm. Our founding partners had a simple yet profound vision of a firm known for its supportive workplace culture. We knew that by creating a positive environment for our team and bringing a personal touch to client relationships, we would build genuine, long-lasting partnerships with our clients.

Founded in 2004, we are a privately held partnership named one of the fastest growing firms in 2024. Our 50 employees provide tax, assurance, and consulting services to many industries including real estate, construction, financial services, hedge funds, high net worth individuals and nonprofits. We leverage technology to service our diversified client base, providing tailored solutions in a consultative manner.

The firm is looking for an organized, client-focused Operations Specialist to support our team and clients. This role keeps our operations running smoothly, from processing and e-filing tax returns to welcoming clients and visitors at the front office. We are dedicated to each of our team member's professional development. We provide the training, tools, and resources for each level of our firm to advance in their careers.

Our comprehensive plan outlines the necessary technical and soft-skills that allow our people ownership over their career progression. Giving back to the community is an essential part of our culture. Not only do we count many local nonprofits among our clients, our team members serve on many boards, engage regularly in community service and participate in annual fundraisers with numerous foundations.

View more about what it's like to work for us here.

Job Responsibilities

• Prepare tax returns for client delivery, following firm standards.
• Submit e-filings and track each one until it is accepted.
• Meet deadlines during busy season.
• Talk with clients by phone, email, and in person.
• Follow up on missing items and track them until complete.
• Respond to client needs quickly and professionally.
• Finalize client letters using firm formatting.
• Proofread documents for accuracy before they go out.

• Help with billing and accounts receivable.
• Answer and direct phone calls.
• Greet and direct visitors.
• Schedule meetings.
• Order supplies and team meals.
• Help keep the office clean and organized.
• Skills: Advanced skills in Word, Excel, and Adobe Acrobat.
• Careful proofreading and attention to detail.
• Ability to manage multiple deadlines and shifting priorities.
• A client-first approach and clear communication.

Ability to follow procedures and work both independently and on a team. Commitment to client confidentiality.

Requirements

• High school diploma or equivalent.
• At least 3 years of administrative experience.
• Advanced skills in Word, Excel, and Adobe Acrobat.
• Preferred: Associate's or bachelor's degree.
• Experience in a financial or professional services firm.
• Experience with tax return processing and e-filing.
• Experience with Thomson Reuters or other tax software (such as Practice CS, UltraTax CS).
• Schedule and Availability Full time, in person, Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Overtime as needed, especially around tax deadlines.
• Half-day Saturdays during busy seasons (March and April, September and October).

Benefits & Perks

• Comprehensive benefits, competitive salary, bonus and growth potential.
• Flexible work schedule; we are spouses, parents, friends and family members.
• Everyone deserves the ability to be present for life's important moments.
• Our partners are dedicated to helping team members progress in their careers and are transparent about the firm's goals.

• When provided the right tools and support we believe every team member has the potential to be a partner.
• Extensive background checks will be performed on all candidates selected for follow-up.
• Working Conditions/Physical Demands: Operates in a professional office environment with moderate noise levels, e.g. computers, printer, light traffic.
• Use of standard office equipment (computers, phones, copiers).

Long periods of sitting/standing at desk for computer work. Exerting up to 10 lbs of force occasionally to lift, carry, push, pull or move objects.