Tax Support Specialist
New
M
Mercer AdvisorsFinancial Services
Remote, USAFull-TimeMiddle
Salary31 - 36 USD per hour
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Job Details
- Experience
- 1+ years
- Required Skills
- Microsoft ExcelPowerPoint
Requirements
- High school diploma
- Bachelor’s degree preferred
- 1+ years’ experience in an administrative or assistant role
- Outstanding work ethic with a self-starter attitude
- Ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
- Outstanding communication and organizational skills
- Proficiency with MS Word
- Proficiency with MS Excel
- Proficiency with MS PowerPoint
- Proficiency with Outlook
- Excellent customer service skills
- Able to maintain confidentiality with all matters
- Have a “can-do” positive attitude and enjoy being part of a team
- Ability to prioritize and multi-task in a busy environment
- Eager to become an expert in the position
Responsibilities
- Maintain client tax documents
- Assist staff with workflow
- Assemble tax returns and electronic filing of returns
- Use various reports to assist with managing workflow and monitoring data integrity
- Provide ongoing insight and suggestions for process improvement
- Communicate with clients in a timely and professional manner
- Handle client invoicing for services provided
- Shipping, scanning and assembling tax returns, and other client related documents
- Assist with off-peak tax season projects to optimize team performance and the client experience
- Other general administrative duties as needed
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