Tax Support Specialist, Delivery

Aprio•Atlanta, GA

1d•Hybrid

About The Position

Aprio is seeking a Tax Support Specialist to join their centralized Delivery Team. This role will provide national administrative and operational support to the Tax Department firm-wide, aiming to optimize efficiency, client experience, and quality throughout the tax delivery process. The specialist will collaborate with professionals at all levels, contributing to seamless tax return delivery and daily operations. This position offers career growth within a nationally recognized, high-growth CPA firm.

Requirements

Strong administrative and computer literacy skills
Excellent organizational and customer service skills
Effective written and verbal communication and interpersonal skills
Strong attention to detail with the ability to self-review
Ability to manage and prioritize assigned work using strong time-management and task-prioritization skills
Ability to work independently and multi-task with accuracy and timeliness
Positive, can-do attitude with the ability to work under pressure and meet deadlines
Availability to work overtime, including evenings and weekends, as needed

Nice To Haves

Experience with SafeSend or similar tax delivery applications

Responsibilities

Electronically deliver assembled tax return packages via SafeSend Returns or email to clients in a timely and professional manner
Create a high-quality client experience through professional, timely, and respectful communication and troubleshooting
Maintain accurate and up-to-date records in firm workflow software
Utilize firm workflow software to move tax jobs through established firm processes
Assist the Tax Operations Team with data projects and related initiatives
Perform quality control review to ensure completeness and accuracy of your own work
Secure and protect Personally Identifiable Information in accordance with firm standards
Support the processing of certified mail and coordinate catering for team meetings and events
Assist with front desk and receptionist rotation as needed
Scan client documents and consolidate filing
Participate in standby national pool support as needed
Undertake ad-hoc tasks and other duties as assigned to support overall team and firm objectives

Benefits

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options