Tax Processing Specialist II

Forvis Mazars•Greensboro, NC

3d•Onsite

About The Position

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 II 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.

Requirements

High school diploma or equivalent
1+ year of related administrative experience
Proficient in Microsoft Office Suite

Nice To Haves

Associate's Degree

Responsibilities

Update and maintain the Tax Processing instruction manual
Pre-assembly, assembly and post-assembly review of tax returns
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
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
Facilitates the creation of reporting templates and standards for the firm