Tax Operations Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Primary point of contact for onboarding and processing new tax clients.

• Enter new client information into our systems while ensuring the accuracy of all data.

• Efficiently process new client onboards within established SLAs, delivering exceptional customer service to clients and internal teams.

• Create fee quotes and engage with clients for their approval.

• Assist in the onboarding of new tax employees and handle related administrative responsibilities.

• Support billing and invoicing tasks, including monthly tax billing processes.

• Aid in the termination of tax client engagements (Tax NLC processing).

• Help integrate newly acquired firms.

• Proficiently utilize various reports to track workflow and monitor data integrity.

• Provide continuous insights and recommendations for process enhancements.

• Maintain effective communication with the Manager of Tax Operations to ensure timely project updates and completion.

• Interact with clients in a professional and timely manner, ensuring a high-quality client experience.

• Perform other general operations and administrative tasks as necessary.

⛳️ Requirements

• High school diploma is mandatory; a bachelor’s degree is preferred.

• At least 1 year of experience in an administrative or assistant capacity.

• Experience or readiness to collaborate with dynamic professionals.

• Exceptional work ethic with a self-starter mentality, capable of performing under pressure, meeting deadlines, and managing multiple tasks effectively.

• Excellent communication and organizational capabilities.

• Proficient in MS Word, Excel, PowerPoint, and Outlook.

• Strong customer service skills.

• Ability to maintain confidentiality in all matters.

• Possess a positive “can-do” attitude and thrive in a team environment.

• Capability to prioritize and multitask in a fast-paced setting.

• Enthusiastic about becoming an expert in this role.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including an entire week off during Thanksgiving.

• Generous paid time off policy for vacations and sick leave.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that utilize company-paid STD, any supplemental STD, and Parental Leave (8 weeks) for recovery, bonding with baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones for various caring needs, from aging parents to young children and life’s challenges.

• 401(k) Retirement Plan offering both Traditional and Roth options, with per-pay-period matches and an after-tax option.

• Pet Insurance.

• Tailored financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.