As a Tax Support Specialist on our Engagement Letter Team, you will provide national engagement letter support to the Tax Department firm wide, optimizing efficiency, client experience and quality control. You will interact with team members within your team as well as others outside of your team at all levels.
Position Responsibiltiies
Prepare, generate and deliver tax engagement letters using firm approved templates, client data and workflows
Review engagement letter information for accuracy and completeness
Coordinate with tax professionals, administrators and operations team members to resolve missing information and ensure timely delivery
Track engagement letter status and follow up on outstanding items
Clean up, validate and maintain engagement letter across applications
Assist Tax Operations Team with data projects
Secure and protect Personally Identifiable Information
Requirements
Available to work overtime (evenings and weekends), as needed
Ability to manage and prioritize assigned work using exemplary time-management and task-prioritization skills
Ability to work independently
Demonstrates ability to multi-task and turnaround assigned work accurately and in a timely manner
Excellent administrative and computer literacy skills
Strong organizational and customer service skills
Effective communication and interpersonal skills
Strong attention to detail with the ability to self-review
Positive, can-do attitude and ability to work under pressure and meet deadlines