Tax Processing Specialist

About the role

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.

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