Process Specialist - Fixed Term
Core
Initiate and create client records, assemble client-provided information, file Canadian and US tax returns, and manage document logistics for global mobility clients.
Role type
Process Specialist (Tax & Compliance Operations)
Builds
Client records, finalized tax returns, and document delivery packages
Domain
Global mobility services / Tax compliance
Deliverable
client delivery
Required skills
Data entry, document scanning and mailing, MS Office and Google Suite proficiency, client communication, deadline management
Preferred skills
Prior office administration or customer service experience, adaptability to new tools
Responsibilities
Initiate and create client records, assemble client provided information, reach out to practice staff as required, send electronic copies of finalized tax returns to clients, file Canadian and US Tax returns, scanning, mailing and couriering documents to clients and tax authorities