Tax Operations Specialist
New
M
Mercer AdvisorsWealth Management
Location: Remote, USA, Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax seasonFull-TimeMiddle
Salary26 - 30 USD per hour
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Job Details
- Experience
- 1+ years’ experience
- Required Skills
- Microsoft ExcelCustomer serviceData entryPowerPoint
Requirements
- High school diploma (bachelor’s degree preferred).
- 1+ years of experience in an administrative or assistant role.
- Outstanding work ethic and self-starter attitude.
- Ability to perform under pressure and meet deadlines.
- Outstanding communication and organizational skills.
- Proficiency with MS Word, Excel, PowerPoint, and Outlook.
- Excellent customer service skills.
- Ability to maintain confidentiality.
- Positive, team-oriented attitude.
Responsibilities
- Manage onboarding and processing of new tax clients.
- Input and ensure accuracy of new client data in systems.
- Process new client onboards within specified SLAs.
- Generate fee quotes and communicate with clients for approval.
- Assist with new tax employee onboarding and administrative tasks.
- Assist with billing and invoicing, including monthly tax billing.
- Support tax client engagement termination (Tax NLC processing).
- Assist with newly acquired firms’ integration.
- Track workflow and monitor data integrity using reports.
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