Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns.
Comfortable using various reports to assist with managing workflow and monitoring data integrity.
Provide ongoing insight and suggestions for process improvement.
Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients.
Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
Handle client invoicing for services provided.
Shipping, scanning and assembling tax returns, and other client related documents.
Assist with off-peak tax season projects to optimize team performance and the client experience.
Other general administrative duties as needed.

High school diploma required; bachelor’s degree preferred
1+ years’ experience in an administrative or assistant role
Experience or willingness to work with dynamic professionals
Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
Outstanding communication and organizational skills.
Proficiency with MS Word, Excel, PowerPoint and Outlook
Excellent customer service skills
Able to maintain confidentiality with all matters
Have a “can-do” positive attitude and enjoy being part of a team
Ability to prioritize and multi-task in a busy environment
Eager to become an expert in the position

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 plans offerings 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 if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Tax Support Specialist

Key skills