Responsibilities

• Process and organize tax returns for delivery and electronic filing
• Track and verify electronic filing acknowledgements
• Monitor and track the progress of tax return jobs
• Prepare Power of Attorney (POA) forms
• Assist in setting up new clients in our internal systems and software
• Support the Operations Manager and wider Operations team on projects and daily tasks
  
  

Qualifications

• 1+ years of experience in a professional office environment
• High school diploma required; bachelor’s degree preferred
• Strong written and verbal communication skills
• Ability to manage multiple tasks and deadlines with minimal oversight
• Preferred: experience working with a CPA firm
  
  

You’re a Great Fit If You Are:

• A self-starter who takes initiative and ownership
• A team player who thrives in a collaborative environment
• Detail-oriented, organized, and tech-savvy
• Comfortable working remotely and independently

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Escalation Paths:

• Tax Associate/Tax PM 
• Client Experience

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