Role Overview
In this tax operations support role, you’ll keep client information, documents, and administrative tasks moving through the firm’s tax workflow. You’ll use TaxDome to coordinate with clients, track outstanding materials, and help ensure returns are prepared for signature and delivery with complete, accurate records.
Key Responsibilities
- Communicate with clients about required tax documents and follow up on outstanding items.
- Organize, upload, and maintain client files and tax records.
- Manage client accounts and workflow steps in TaxDome, keeping statuses and records up to date.
- Coordinate electronic signature requests and the delivery of completed tax returns.
- Assist with billing administration, invoice tracking, and related operational tasks.
- Review documents for accuracy and completeness, following the firm’s internal procedures.
Requirements & Qualifications
- At least 2 years of experience working in a tax accounting firm.
- Experience supporting tax operations with a high volume of client work.
- Hands-on experience using TaxDome; this is required.
- Familiarity with common U.S. tax forms, including Forms 1040, 1120, 1120-S, 1065, and Schedule K-1.
- Advanced English proficiency (C1), both written and spoken.
- High school diploma required; an associate’s or bachelor’s degree is preferred.
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