Tax Support Specialist (Newport Beach, CA)
Core
Administrative support for the in-house Income Tax team, handling document management, return assembly, electronic filing, and client communication for HNW and UNHW clientele.
Role type
Administrative Support Specialist (Tax Operations)
Builds
Assembled and filed tax returns, managed client documents, and supported workflow for the tax practitioner team. (via careerplan.io/jobs/5196141008-tax-support-specialist-newport-beach-ca-at-merceradvisors)
Domain
Financial Services / Tax Administration
Required skills
MS Office proficiency (Word, Excel, PowerPoint, Outlook), document management, electronic filing, client communication, invoicing, data integrity monitoring, process improvement suggestions, confidentiality maintenance, multi-tasking, deadline management
Preferred skills
Bachelor's degree, 1+ years in administrative/assistant role, tax industry experience
Responsibilities
Maintain client tax documents, assemble tax returns, electronically file returns, communicate with clients regarding tax matters, handle client invoicing, manage workflow reports, assist with off-peak tax season projects, perform general administrative duties
Seniority
Entry-level to Junior, hands-on IC