Seasonal Tax Processing Specialist

Overview

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.

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.

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 offices
• E-file return or process paper filing
• Process extensions
• Secure and return client source documents
• Process reports showing status of tax returns
• Proofread any materials prepared in Tax Processing
• Perform various system tasks for the Tax staff, such as roll locators, run query reports and print organizers
• Assist with preparation and distribution of tax organizers
• Assist with preparation and distribution of Unilateral Engagement Letters
• Print, distribute and file Tax Action Bulletins

Other duties as assigned could include but not limited to:

• Complete special projects as assigned
• Assist with inventory and ordering of supplies
• Cross-train other administrative staff in Tax Processing
• Provide back-up administrative coverage including, but not limited to, Receptionist, Office Services and Administrative Specialist
• Occasionally available for work outside of typical 8 a.m. to 5 p.m., as needed
• Facilitates the creation of reporting templates and standards for the firm

• High school diploma or equivalent
• Proficient in Microsoft Office Suite

• Associate s Degree
• 1+ year of related administrative experience

#LI-KCMO and #LI-HC1