Tax Processing Specialist II

Description & Requirements

Firm Support Services at Forvis Mazars keep the firm running smoothly by delivering essential administrative support. Their work ensures operational efficiency, allowing teams to focus on their core goals. By maintaining a professional, well-organized environment, they play a key role in advancing the firm's mission and success.

What You Will Do:

The Tax Processing Specialist II role is responsible for supporting the Tax department by processing returns after they have been prepared, checking for errors, assembling for filing, and maintaining associated records with guidance. This is a highly detailed position that requires strong adherence to quality control standards.

The essential duties and responsibilities include, but are not limited to, the items listed below. Other duties may be assigned as necessary.

Tax Review

• Update and maintain the Tax Processing instruction manual
• Pre-assembly, assembly and post-assembly review of tax returns

Tax Processing

• Deliver returns to in-house signers or package for shipping to signers in other offices
• E-file return or process paper filing
• Process extensions
• Secure and return client source documents
• Process reports showing status of tax returns
• Proofread any materials prepared in Tax Processing
• Perform various system tasks for the Tax staff, such as roll locators, run query reports and print organizers
• Assist with preparation and distribution of tax organizers
• Assist with preparation and distribution of Unilateral Engagement Letters
• Print, distribute and file Tax Action Bulletins

Other duties as assigned could include but not limited to:

• Complete special projects as assigned
• Assist with inventory and ordering of supplies
• Cross-train other administrative staff in Tax Processing
• Provide back-up administrative coverage including, but not limited to, Receptionist, Office Services and Administrative Specialist
• Occasionally available for work outside of typical 8 a.m. to 5 p.m., as needed
• Facilitates the creation of reporting templates and standards for the firm

Minimum Qualifications:

• High school diploma or equivalent
• 1+ year of related administrative experience
• Proficient in Microsoft Office Suite

Preferred Qualifications:

• Associate's Degree

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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.