Tax Processing Specialist

BerryDunn • Portland, ME

12d • Onsite

About The Position

BerryDunn is seeking a Tax Processing Specialist to join their dynamic ATAT Services Support Team. This position provides critical operational support to the firm’s tax service teams serving a broad range of industries. The ideal candidate will bring exceptional attention to detail, strong organizational and client service skills, and demonstrated experience working in a fast-paced, due date-driven environment. Success in this role requires the ability to manage multiple priorities, communicate effectively with internal and external stakeholders, and consistently deliver high-quality work. A commitment to continuous technical and professional development, collaboration, and process improvement is essential. Prior tax processing and/or preparation experience is preferred. The Tax Processing Specialist must be able to effectively prioritize work, manage multiple competing deadlines, and work both independently and collaboratively in a fast-paced, due date-driven environment. This is an in-office position based in either our Portland or Bangor, Maine office. This role reports directly to the Tax Operations Manager.

Requirements

• Exceptional attention to detail and a commitment to delivering high-quality work.
• Adaptability in learning new software and willingness to adapt to new processes in an ever-changing environment.
• Strong organizational and administrative skills.
• Ability to work independently, manage priorities, and handle multiple tasks in a fast-paced, due date-driven environment.
• Discretion in managing confidential and sensitive information.
• Proven ability to meet deadlines and proactively follow up with stakeholders as needed.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat.

Nice To Haves

• Prior tax processing or preparation experience preferred.
• Demonstrated experience using the CCH Axcess Platform, including Tax, Document, Workflow, Engagement, and related applications, is preferred.

Responsibilities

• Print, assemble, and electronically deliver various types of tax returns, including corporate, partnership, individual, trust, estate, and exempt organization filings.
• Prepare paper filings for mailing and assemble returns for delivery through client portals, secure file-sharing platforms, and email.
• Perform quality reviews of tax returns and related deliverables to ensure accuracy, completeness, and compliance with firm standards.
• Coordinate timely distribution of finalized deliverables while providing professional service to clients and internal teams.
• Communicate directly with clients, colleagues, and management regarding tax return processing, deliverables, and related matters.
• Monitor, prioritize, and manage client deliverables, workflow tasks, and filing deadlines within a fast-paced, due date-driven environment.
• Ensure work is completed accurately and on schedule while proactively following up on outstanding items to meet established deadlines.
• Demonstrate strong teamwork by actively contributing to a collaborative work environment, understanding both individual and team responsibilities, building positive working relationships, and seeking guidance, clarification, and feedback as needed.
• Adapt to changing priorities and workload demands, particularly during peak tax seasons and critical filing deadlines.

Benefits

• Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed