Tax Processing Specialist

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. The essential duties and responsibilities include, but are not limited to, the items listed below.

Other duties may be assigned as necessary.

• 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

• 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

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

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