The Role
The Tax Administrative Support Specialist provides essential administrative support to the Tax department, including document management, tax return processing, and client communication.
Summary Generated by Built In
Tax Administrative Support Specialist- H2R CPA
Firm Overview:
Headquartered in western Pennsylvania for more than 65 years, H2R CPA is a locally owned and managed accounting firm dedicated to providing outstanding value, exceptional client service experiences, and building long term trusted relationships with our clients. We take great pride in possessing the expertise, resources, and depth of knowledge of a large accounting firm while offering the personalized attention and character of a smaller accounting practice. At H2R, you are not just a number or a name; your opinion matters, and your voice is heard. H2R has the strategic vision to remain a regionally independent firm and is committed to implementing the resources, technology and succession planning to achieve this goal long-term.
To learn more about our firm, please visit our website: https://www.h2rcpa.com/vision/
Overview
The Tax Administrative Support Specialist is an onsite role in our Greentree office that Provides various administrative support to the Tax department to ensure the department has consistent and comprehensive administrative support.
Principal (Essential) Duties
- Gather, scan, and electronically bookmark paper and electronic documents for tax preparation (example, 1040 documents).
- Provide initial review of data validation for input into tax return using Autoflow.
- Collating tax returns, both paper and via Safe Send, and securely upload tax returns using Safe Send and transmit to clients for signature.
- Build, maintain, and organize files within the Tax department, both electronically and physically, utilizing the systems and software provided.
- Serve as general backup for all areas of client support in gathering information as needed to respond to client requests and inquiries in a timely and courteous manner.
- Support with Year End correspondence – bulk mailing, consent forms, engagement letters, tax organizers, etc.
- Administration and documentation of year end documents as received.
- Responsible for adding new client workflows, importing client assignments, and adding new engagement binders.
- Securely run reports for annual evaluations.
- Release efile returns as appropriate and maintain efile system
- Monitor for rejection notices from electronic filings and escalate any needed actions.
- Assist with the batch extension process and updating due dates in workflow software.
- Monitor Safe Send and download completed documents and organizers as submitted by clients to H2R.
- Assist with workflow and production reporting.
- Monitor CPE tracking for tax department.
- Send and monitor CPE surveys for tax department.
Experience and Education Requirements
- High school diploma or equivalent required.
- 3+ years of relevant administrative support experience required.
- Prior professional services administration experience highly preferred; experience in tax and accounting environment a plus.
- Strong customer service experience required.
Skills Required
- High school diploma or equivalent
- 3+ years of relevant administrative support experience
- Prior professional services administration experience
- Strong customer service experience
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The Company
What We Do
LegalShield is the world's largest platform for legal, identity, and reputation management services, covering over 4.4 million people. The company offers legal and identity theft protection services through a subscription-based model, simplifying access to legal help via a network of independent provider attorneys.
