The Wolf Group, PC · 1 day ago
Seasonal Document Management Support/Admin
United States
Full-time
Remote
Mid Level
3+ years exp
Maximize your interview chancesAccountingConsulting
Hiring Manager
Cindy Gomez, SHRM-CP
Insider Connection @The Wolf Group, PC
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Responsibilities
Receive, review, consolidate, save all client tax documents and name according to firm naming conventions
Create Workflow tasks, Create CCH Tax return, link tax return and maintain statuses
Communicate with team members when additional information is received
Update CAS (Client Assignment Spreadsheet)
Process and deliver completed returns and filing instructions according to docket instructions
Populate extensions in tax software
Prepare Tax forms as needed (FBAR)
E-file tax returns and resolve e-file rejects; save acceptances to Document
Maintain clean and accurate tax return cue (SafeSend Return)
Process complex Streamlined Filing tax returns – working closely with Engagement Managers
Assist with post-tax season cleanup projects and pre-tax season prep projects
Assist in sharing the workload when different roles are experiencing high demand
Qualification
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Required
3-5 years’ experience in related field
Strong English language and communication skills (other languages are a plus!)
Commitment to excellence and high standards
Good judgment with the ability to make timely and sound decisions
Creative, flexible, energetic, and innovative team player
Ability to work independently and as a member of various teams
Ability to deal effectively with a variety of individuals at all organizational levels
Experience with CRM systems
Excellent verbal and written communication skills
Excellent interpersonal and customer service skills
Excellent organizational skills and attention to detail
Proficient with or the ability to quickly learn tax accounting and preparation software
Benefits
401(K)
Medical
Dental
Life insurance
Long-term disability
Vision
Company
The Wolf Group, PC
The Wolf Group is a professional services firm based in Washington, D.C.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mishkin Santa, JD, LL.M, TEP
Partner
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