Operations Specialist

Meadows Urquhart • Richmond, VA

7d • Onsite

About The Position

Meadows Urquhart is seeking an organized, client-focused Operations Specialist to support their team and clients. This role is crucial for ensuring smooth operations, encompassing tasks from processing and e-filing tax returns to managing the front office reception. The firm emphasizes professional development, providing the necessary training, tools, and resources for career advancement. Community involvement is also a key aspect of their culture, with team members actively participating in community service and supporting local nonprofits.
Founded in 2004, Meadows Urquhart is a privately held partnership that has been recognized as one of the fastest-growing firms. With 50 employees, they offer tax, assurance, and consulting services across various industries, including real estate, construction, financial services, hedge funds, high net worth individuals, and nonprofits. They utilize technology to deliver tailored solutions to their diverse client base.

Requirements

• High school diploma or equivalent.
• At least 3 years of administrative experience.
• Advanced skills in Word, Excel, and Adobe Acrobat.
• Careful proofreading and attention to detail.
• Ability to manage multiple deadlines and shifting priorities.
• A client-first approach and clear communication.
• Ability to follow procedures and work both independently and on a team.
• Commitment to client confidentiality.

Nice To Haves

• Associate's or bachelor's degree.
• Experience in a financial or professional services firm.
• Experience with tax return processing and e-filing.
• Experience with Thomson Reuters or CCH tax software (such as Practice CS, UltraTax CS, or CCH Axcess).

Responsibilities

• Prepare tax returns for client delivery, following firm standards.
• Submit e-filings and track each one until it is accepted.
• Meet deadlines during busy season.
• Talk with clients by phone, email, and in person.
• Follow up on missing items and track them until complete.
• Respond to client needs quickly and professionally.
• Finalize client letters using firm formatting.
• Proofread documents for accuracy before they go out.
• Help with billing and accounts receivable.
• Answer and direct phone calls.
• Greet and direct visitors.
• Schedule meetings.
• Order supplies and team meals.
• Help keep the office clean and organized.

Benefits

• Comprehensive benefits
• Competitive salary
• Bonus and growth potential
• Flexible work schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED