Tax Processing Specialist
Frazier & Deeter · Alpharetta, Georgia, United States · Atlanta, Georgia, United States
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
The Tax Processing Specialist plays a critical role in supporting the day-to-day operations of our Tax team. This individual is responsible for preparing and coordinating client documents, managing deliverables, and providing essential administrative support to ensure accuracy, efficiency, and a seamless client experience. Ideal candidates are detail-oriented, highly organized, and thrive in a fast-paced, team-oriented environment.
Duties & Responsibilities:
- Processes, assembles, and delivers electronic and mailed client deliverables, including tax returns, estimates, extensions, and related documents
- E-files tax returns and extensions and monitors submission status
- Scans and organizes client documentation
- Creates and maintains organized electronic client files
- Maintains accurate client information within the database
- Supports lockdown procedures, including maintenance for client data in tax software and document management systems
- Provides general office support, which may include answering phones, greeting clients, processing and distributing incoming and outgoing mail or other shipments, and assisting with front office coverage as needed
- Perform other duties as assigned, including seasonal projects
Education & Experience:
- High School Diploma
- 1+ years of administrative experience in a professional services environment preferred
- Proficient in the use of Microsoft Word, Excel, Outlook, and Adobe.
- Excellent administrative and computer skills with ability to print, collate, and assemble documents both electronically and physically.
#LI