🛠 Tech Stack

💼 About This Role

You'll assemble, review, and finalize tax return packages for a full-service accounting firm, ensuring accuracy and completeness. Your work directly supports tax processing workflows during peak seasons and year-round. This role offers professional growth opportunities with access to Becker and LinkedIn Learning.

🎯 What You'll Do

• Assemble and finalize tax return packages for delivery.
• Process tax returns during peak deadlines.
• Organize client documents via scanning and filing.
• Perform quality checks on tax documents.

📋 Requirements

• Experience with tax return assembly and processing.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities and meet tight deadlines.

✨ Nice to Have

• Familiarity with CCH Axcess preferred.

🎁 Benefits & Perks

• 🏥 Health, Dental, and Vision Insurance with fully paid employee-only options.
• 💰 Classic Safe Harbor 401(k) Plan with employer contributions.
• 📚 Professional development access to Becker and LinkedIn Learning.
• ⚕️ Company-Paid Life and Long-Term Disability Insurance.
• 🛡️ Ancillary Benefits including supplemental life and short-term disability.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min