Overview
A national accounting firm is seeking a Tax Client Services Delivery Specialist to oversee the execution and continuous improvement of the tax return delivery process. This role ensures all client deliverables are completed accurately, efficiently, and with a consistent, high-quality client experience. The position requires strong attention to detail, a process improvement mindset, familiarity with IRS forms, and the ability to work calmly under tight deadlines during peak tax season. Additional responsibilities include preparing and delivering client documents such as proposals, meeting materials, Statements of Work, Master Service Agreements, Non-Disclosure Agreements, and client consent forms.
New England preferred. Must be EST.
Responsibilities
- Manage end-to-end delivery of tax returns using approved tax software and delivery platforms
- Review, assemble, and release tax returns in compliance with IRS e-file standards and internal quality control procedures
- Verify client signatures, authorizations, and required documentation prior to federal and state e-filing
- Identify discrepancies or missing information and coordinate resolution with tax teams
- Serve as a primary point of contact for clients regarding signing of tax returns and other deliverables
- Provide clear, professional guidance to clients throughout the delivery process
- Ensure a consistently positive, responsive, and organized client experience
- Communicate client questions, issues, and status updates clearly to internal engagement teams
- Prepare and coordinate delivery of client documents including engagement letters, Statements of Work, Master Service Agreements, Non-Disclosure Agreements, questionnaires, and consent forms
- Maintain accurate and organized digital records of approvals, confirmations, and client communications
- Take ownership of assigned delivery workflows from start to finish
- Ensure consistency, accuracy, and organization across all client deliverables
- Identify opportunities to improve efficiency, standardization, and client communication
- Contribute ideas to strengthen the overall tax client delivery model
Qualifications
- Prior experience in a public accounting firm; tax experience strongly preferred
- 1–2+ years supporting or processing U.S. tax returns
- Working knowledge of IRS forms, tax terminology, and the tax compliance lifecycle
- Experience with CCH Axcess Tax and GoSystem Tax preferred
- High level of accuracy and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple deliverables and deadlines simultaneously
- Experience with SafeSend Returns is a plus
- Comfortable working across multiple technology platforms and client systems
- Experience supporting busy season workflows and deadlines
Work Schedule
- Standard business hours with extended hours and required weekend availability during peak tax season
Equal Opportunity
The employer is committed to providing equal employment opportunities without regard to race, color, ethnicity, national origin, gender identity or expression, sex, age, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social class, marital status, veteran status, or any other protected characteristic. The organization values diversity and inclusion and strives to create a welcoming, collaborative, and supportive environment where all employees can thrive.