Tax Processing Specialist

Posted 2 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Junior
Other
The Role
Provide administrative and processing support for the Tax team: prepare, assemble, e-file and track client tax deliverables; scan and organize documentation; maintain electronic client files and databases; support tax software and document management lockdown procedures; assist with front-office tasks and seasonal projects.
Summary Generated by Built In

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





Skills Required

  • High School Diploma
  • 1+ years administrative experience in a professional services environment
  • Proficient in Microsoft Word, Excel, Outlook, and Adobe
  • Excellent administrative and computer skills with ability to print, collate, and assemble documents electronically and physically
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The Company
HQ: Atlanta, GA
434 Employees
Year Founded: 1981

What We Do

Frazier & Deeter is an award winning accounting and advisory firm known for addressing our clients' emerging needs as they evolve. We achieve exceptional client satisfaction ratings by looking beyond accounting for today to advising for the future. Our Arch + Tower team means we offer an unusual range of services that give us a unique perspective on the intersection of capital, compliance and growth. We are an award-winning Deliberately Developmental Organization that has garnered national attention for our efforts to create a culture in which we grow our people everyday. Our brand promise is Investing in Relationships to Make a Difference. We offer the full range of tax, audit, accounting and advisory services through our offices in Atlanta, Cambridge, Charlotte, Las Vegas, London, Nashville, North Georgia and Tampa. Our firm is a member of CPAmerica. Frazier & Deeter has received many honors based on the quality of our work and our dedication to client responsiveness. Our accolades include: - Among the top 60 largest Accounting Firms in the nation - Among the Best Firms to Work for in the U.S. 2015, 2016 - Best of the Best CPA firm - 14 times - 6 time winner of Practical Accountant's Practice Innovation Award - Top Firm for Women in Leadership - 6 times A company with more than 98% of its employees who believe the firm is "committed to producing top-quality work, and consistently goes the extra mile to achieve great results."​

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