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About the role
Key responsibilities & impact- Electronically process and assemble tax returns from our tax software
- Process tax returns within SafeSend Returns
- Assemble PDF files of tax returns for electronic delivery
- Print and collate tax returns for mailing or local pick-up
- 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
What you’ll need- Experience with CCH Axcess and SafeSend or other related 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
Benefits
Comp & perks- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax return processingquality control reviewdata assemblyrecord maintenancetask prioritizationtime managementmulti-taskingadministrative skillscomputer literacyattention to detail
Soft Skills
independenceorganizational skillscustomer servicecommunication skillsinterpersonal skillspositive attitudeability to work under pressuredeadline management