Description & Requirements
Firm Support Services at Forvis Mazars keep the firm running smoothly by delivering essential administrative support. Their work ensures operational efficiency, allowing teams to focus on their core goals. By maintaining a professional, well-organized environment, they play a key role in advancing the firm's mission and success.
What You Will Do :
The Tax Processing Specialist I role is responsible for supporting the Tax department by processing returns after they have been prepared, checking for errors, assembling for filing, and maintaining associated records with guidance. This is a highly detailed position that requires strong adherence to quality control standards
The essential duties and responsibilities include, but are not limited to, the items listed below. Other duties may be assigned as necessary.
Tax Review
- Update and maintain the Tax Processing instruction manual
- Pre-assembly, assembly and post-assembly review of tax returns
Tax Processing
Deliver returns to in-house signers or package for shipping to signers in other officesE-file return or process paper filingProcess extensionsSecure and return client source documentsProcess reports showing status of tax returnsProofread any materials prepared in Tax ProcessingPerform various system tasks for the Tax staff, such as roll locators, run query reports and print organizersAssist with preparation and distribution of tax organizersAssist with preparation and distribution of Unilateral Engagement LettersPrint, distribute and file Tax Action BulletinsOther duties as assigned could include but not limited to :
Complete special projects as assignedAssist with inventory and ordering of suppliesCross-train other administrative staff in Tax ProcessingProvide back-up administrative coverage including, but not limited to, Receptionist, Office Services and Administrative SpecialistOccasionally available for work outside of typical 8 a.m. to 5 p.m., as neededFacilitates the creation of reporting templates and standards for the firmMinimum Qualifications :
High school diploma or equivalentProficient in Microsoft Office SuitePreferred Qualifications :
Associate's Degree1+ year of related administrative experience#LI-KCMO
#LI-HC1