TESS Specialist

This role presents an opportunity to apply your strong attention to detail, communication skills, and technical aptitude in a dynamic, fast-paced environment.

• Handle the setup of new clients, tracking due dates, and reporting on tax return delivery workflow.
• Prepare tax client documents such as engagement letters, statements of work, and other requested deliverables.
• Monitor and execute the e-file process, ensuring returns are released correctly and filing deadlines are met.
• Oversee the printing and assembling of tax returns, ensuring all required client deliverables are included in documents saved to document management system.
• Take ownership of client workpaper scanning, if applicable, and maintain accuracy in the document management system.
• Exhibit effective time management skills to manage multiple tasks and meet busy season tax filing deadlines.
• Utilize your strong technical skills to navigate a variety of tax software and company tools.
• Demonstrate strong decision-making skills and the ability to work independently.
• Communicate effectively, both verbally and in writing, to support client teams and strategic initiatives.
• Perform other duties as assigned. • Exceptional communication skills to effectively interact with team members and clients
• Proficiency in reporting and maintaining accurate records
• Ability to provide training and guidance to team members
• Strong emphasis on quality and attention to detail
• Experience with scanning and filing procedures
• Knowledge of tax accounting principles and practices
• Familiarity with monitoring tools for tracking project progress
• Excellent time management skills and the ability to execute tasks within deadlines
• Proficiency in tax preparation and filing, including e-File systems
• Advanced knowledge of Microsoft Office Suites, particularly Excel and Word
• Experience with printing and document management systems
• Ability to deliver high-quality results consistently
• Strong decision-making skills to handle complex situations
• Experience in preparing and filing tax returns
• Willingness to work overtime when necessary to meet strategic goals
• Experience with 'Join Me' or similar collaborative tools is a plus
• Ability to handle and organize work papers effectively.