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We are heading into a busy tax season and are seeking a Tax Admin Processing Support to provide critical support through April 15th. This role will cover workload during peak season. This position is ideal for someone highly organized, detail‑oriented, and comfortable navigating multiple software platforms in a fast‑paced, heads‑down environment. You'll play a key role in assembling tax documents, managing electronic files, and supporting electronic tax filing.
Job Responsibility:
Process, assemble, and prepare tax documents for electronic filing
Manage a high volume of Adobe and PDF-based workflow tasks
Navigate and use 3-4 different tax-related software systems (training provided)
Work extensively within Microsoft Outlook to track, route, and manage document flow
Scan and convert paper documents into electronic files (approx. 25-30% of workload)
Ensure documents follow established processes while understanding when exceptions apply
Apply judgment and critical thinking in situations where processes differ based on context
Maintain accuracy and organization while working independently for long periods of screen time
Requirements:
Strong experience with Adobe and PDF tools (editing, assembling, organizing)
Comfort working across multiple software systems
Quick learner with strong technical aptitude
Proficiency with Microsoft Outlook for managing complex communication and file routing
Ability to sit at a computer for long periods, focusing on detail-heavy tasks
Strong judgment, especially in situations with "gray areas" where different processes may apply
Excellent attention to detail and a commitment to accuracy