Electronically deliver tax returns via SafeSend Returns or secure email to clients
Create a high-quality client experience via professional, timely and respectful communication and troubleshooting
Maintain accurate and up-to-date records in firm workflow software
Utilize firm workflow software to move tax jobs through firm processes
Perform quality control review for completeness and accuracy of your own work
Secure and protect Personally Identifiable Information in accordance with firm policy
Provide standby support to other centralized teams
Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

Experience with SafeSend or other similar tax applications is preferred
Available to work overtime (evenings and weekends), as needed
Ability to manage and prioritize assigned work using exemplary time-management and task-prioritization skills
Ability to work independently
Demonstrates ability to multi-task and turnaround assigned work accurately and in a timely manner
Excellent administrative and computer literacy skills
Strong organizational and customer service skills
Effective communication and interpersonal skills
Strong attention to detail with the ability to self-review
Positive, can-do attitude and ability to work under pressure and meet deadlines

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Tax Support Specialist, Delivery

Key skills