Litigation Support Specialist
Cornerstone Research
Job Level
Mid-LevelSenior
About the role
- Provide administrative support to Partners, Directors, Managers, and Staff in the tax department.
- Serve as a tax processor by helping to process, assemble, and e-file tax returns and extensions.
- Assemble and e-file complex/multi-state tax returns.
- Process e-filing rejections.
- Assist in training, coaching, and supervising the associates in the admin pools.
- Set up new clients in all appropriate software applications.
- Update client information as needed in systems.
- Process disengagement of clients and offboard in systems.
- Roll, extend, and close projects in appropriate software.
- Reassign projects to appropriate job manager in software.
- Scan, copy, and save documents as necessary.
- Provide coaching to associates and be involved in mid-year and year-end evaluation cycles (feedback, ratings, etc.).
- Hold regular coaching and colleague development sessions with coachees.
- Provide support to other administrative team members during absences or high-volume workload periods.
- Handle sensitive situations with diplomacy and understand when to escalate issues to the administrative leadership team.
- Prepare and track client engagement letters.
- Must be able to juggle and meet multiple deadlines.
- Participate in other various projects (i.e. data cleanup) as necessary.
- Overtime may be required during peak season, which could include some evenings and weekends.
Requirements
- Minimum three years of related experience; preferably with an accounting firm.
- Experience in CCH Axcess Tax & SafeSend preferred but not required.
- Experience with DocuSign, Salesforce or similar CRM software preferred.
- Proficient skills in MS Office programs (Word, Excel, Outlook, PowerPoint).
- Possess excellent verbal and written communication skills, including ability to proofread for errors.
- Ability to run reports and analyze data.
- Familiarity with public accounting is a plus. (This position does not provide tax advice; however, knowledge of basic tax forms and requirements is helpful.)
- Must be organized, have strong attention to detail, with a commitment to high quality work and great at problem solving.
- Excellent interpersonal, collaboration and communication skills.
- Ability to work in a fast-paced environment: multi-task, prioritize requests, accommodate competing demands, manage priorities to meet deadlines, utilize proactive customer service and communication skills.
