Tax Processing Assistant II

Overview

The Tax Processing Assistant (TPA) II supports the tax compliance process by preparing, filing, and processing electronic tax returns and payments. This role ensures timely and accurate handling of tax documents, correspondence with clients and jurisdictions, and maintenance of essential records and reports. The position operates as an individual contributor with mentoring and training from senior team members and plays a key role in maintaining compliance and supporting new client onboarding.

Responsibilities

• Complete 500-750+ electronic return filings and payments per month, ensuring accuracy and timeliness.
• Respond to jurisdictional notices, take corrective action as necessary, and log all notices in Oracle Service Cloud.
• Correspond directly with clients and/or taxing jurisdictions to answer questions and resolve issues.
• Create and maintain reports from various sources for internal and external use.
• Process incoming mail, including logging and tracking jurisdictional notices.
• Prepare returns and check payments for mailing by established deadlines.
• Support the new client setup process, ensuring all documentation and filings are completed.
• Maintain and update pertinent business information and records.
• Participate in other projects or duties as assigned to support the tax team.

Supervisory Responsibilities

• None. This is an individual contributor role.

Requirements

• High school diploma required.
• 2-4 years of relevant experience in tax processing, administrative support, or a related field.
• Basic understanding of tax forms and filing requirements.
• Proficiency with Microsoft tools, especially Excel.
• Ability to create, edit, and maintain spreadsheets and reports.
• Strong organizational, communication, and analytical skills.
• Detail-oriented with strong follow-up abilities.
• Ability to resolve issues quickly and efficiently.
• Capable of handling confidential and sensitive information discreetly.
• Ability to work effectively as part of a diverse team and interact with clients, taxing jurisdictions, and internal staff.
• Ability to follow standard practices, procedures, and detailed instructions.
• Willingness to learn and adapt to new processes and systems.
• Results-oriented and customer-focused with effective time and priority management.

Compensation & Benefits

• US Base Salary Range: $47,000.00 - $61,100.00
• Base pay offered may vary based on relevant skills, experience, geographic location, and business needs.
• The role allows for further growth and career progression.
• Eligible for bonus plans, role-specific sales commissions/bonuses, and/or equity grants.
• Compensation will not fall below applicable local minimum wage requirements.

Location

• Not specified.