Forvis Mazars, LLP
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 Processing
Process and deliver returns to clients or package for shipping to other offices
E‑file return or process paper filing
Process extensions
Scan client source documents
Secure and return client source documents
Export reports showing status of tax returns and due date reporting
Process tax correspondence and general tax processing requests
Perform various tasks for the tax staff, such as roll locators, run query reports and print organizers
Assist with preparation and distribution of Unilateral Engagement Letters
Other duties as assigned could include but not limited to:
Front desk coverage
Complete special projects as assigned
Assist with inventory and ordering of supplies
Provide back‑up administrative coverage including, but not limited to, firm support services
Occasionally available for work outside of typical 8 a.m. to 5 p.m., as needed
Minimum Qualifications:
High school diploma or equivalent
Proficient in Microsoft Office Suite
Preferred Qualifications:
Associate’s Degree
1+ year of related administrative experience
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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 Processing
Process and deliver returns to clients or package for shipping to other offices
E‑file return or process paper filing
Process extensions
Scan client source documents
Secure and return client source documents
Export reports showing status of tax returns and due date reporting
Process tax correspondence and general tax processing requests
Perform various tasks for the tax staff, such as roll locators, run query reports and print organizers
Assist with preparation and distribution of Unilateral Engagement Letters
Other duties as assigned could include but not limited to:
Front desk coverage
Complete special projects as assigned
Assist with inventory and ordering of supplies
Provide back‑up administrative coverage including, but not limited to, firm support services
Occasionally available for work outside of typical 8 a.m. to 5 p.m., as needed
Minimum Qualifications:
High school diploma or equivalent
Proficient in Microsoft Office Suite
Preferred Qualifications:
Associate’s Degree
1+ year of related administrative experience
#J-18808-Ljbffr