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Senior Tax Production Associate

Company: Gables Search Group
Location: Palo Alto
Posted on: July 21, 2021

Job Description:

 

Senior Tax Production Associate - Palo Alto office

Overview

Our Services to the Firm department supports the internal and external efforts of our partners, our department staff and clients.  We are seeking an additional person with strong interpersonal skills and positive work ethic to work in our administrative services team.  This is an amazing opportunity to put your experience, attention to detail, and pride in producing the best results to work, while working with various members of our specialized, professional service staff in our Palo Alto Office.

 

Responsibilities

Tax Practice Support:

  • Co-manage the tax return assembly process for individuals, corporations, fiduciary and partnership returns
  • Develop an in-depth understanding of all applicable client types and corresponding assembly
  • Understand tax department workflow, deadlines and key initiatives
  • Assist partners and tax team with engagement letters- preparation, mass mail merges, and tracking
  • Process and track extended returns and roll them to the next applicable deadline
  • Monitor processing mailboxes to prioritize and process incoming work-flow in a timely manner
  • Assist with administrative duties, including but not limited to filing, copying, scanning, archiving and dropping off mail/packages, etc.
  • Willing to work overtime and weekends during the weeks leading up to major tax deadlines 

 

Qualifications

  • Two to five years’ experience in tax production and assembly required
  • Knowledge of CCH Products (Prosystem, Engagement, etc.), helpful
  • Extensive technical knowledge within and application of the Microsoft Office Suite and Adobe software
  • Strong oral, written and listening communication skills. 
  • Communicate in a professional manner at all levels and with all audiences with a sense of urgency.
  • Understand and adhere to organizational, practice department, and legal policies for quality, risk mitigation, confidentiality, and data privacy.
  • Exceptional customer service, multitasking and organizational skills.
  • Excellent time management skills, able to adhere to deadlines and prioritize accordingly.
  • Strong attention to detail, a commitment to quality, and a proven ability to take the initiative and take responsibility for completing your work.
  • Able to work independently, as part of a team and works well under pressure.
  • Dependable, flexible, motivated and has a strong work ethic.

Keywords: Gables Search Group, Palo Alto , Senior Tax Production Associate, Other , Palo Alto, California

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