We are hiring a Tax Processor to assit our Tax Team in Bellevue, WA.
This position is full time and is an in office position (does not qualify for remote).
Must have Tax Processing experience with a CPA firm.
Overtime and Saturdays required for tax Individual and Business tax deadlines.
Pay: $20.
00 – $27.
00 per hour.
Responsibilities:
Organize and scan client documents
Print and assemble client tax returns and other client deliverables
Deliver tax returns to clients via DocuSign for e-signature, portal and mail
Assist with e-filing tax returns and tracking e-file activity
Prepare engagement letters, tax organizers, tax estimate reminder letters and other tax-related client correspondence
Assist with client questions and client interface
Assist with preparation of tax return invoices
Set up new clients in systems
Assist with all other Tax Team administrative needs
Assist as backup for front desk and phones
Assist firm Admin Team with other administrative tasks
Assist with office parties and team events
Qualifications and Education Requirements:
High school diploma/GED or higher, secondary education preferred
Preferred 2 years administrative experience, experience with tax processing a plus
Intermediate knowledge of Word, Excel, Outlook, and Adobe Acrobat
Experience with CCH ProSystem fx Tax and Axcess, Suralink, and DocuSign a plus
Must have reliable form of transportation
The successful person for this job will work in a professional, fast-paced environment with multiple projects and frequent last-minute changes.
Must be comfortable with multi-tasking and working with all firm staff to achieve a high-level of client service and to meet firm objectives.
Attention to detail should be a natural and enjoyable personality trait for the successful candidate.
Flexibility in terms of timing, process and prioritization of the ongoing workloads are a must.
We offer a competitive salary and a comprehensive benefits package including health, dental and vision insurance, and 401K plan, and a professional, friendly, family-owned, and collaborative office environment.
If you are motivated to succeed, looking to grow your career with a highly regarded firm and are eager to learn more about becoming a key part of our team, please apply below.