Temporary Client Operations Specialist - Tax

Overview

This role involves preparing, processing, and reviewing accurate and timely client deliverables to support internal teams and external filings, including submissions to governmental agencies. The position requires strong organizational, technical, and communication skills to ensure work is completed in accordance with quality and compliance standards while managing multiple responsibilities and deadlines. Adaptability and collaboration are essential.

Responsibilities

• Process, create, edit, and format client deliverables such as tax returns and extensions, including software setup, maintenance, and delivery.
• Review, proofread, and validate deliverables to ensure accuracy, completeness, consistency, and compliance with quality control standards.
• Plan, prioritize, and manage workload to meet client, internal, and external deadlines, proactively communicating status and workflow questions.
• Follow through on commitments, identify issues, and escalate appropriately to support timely and accurate delivery.
• Support special projects, seasonal tasks, and other assignments as needed.

Requirements

• High school diploma or GED required; high school diploma preferred.
• Minimum of 1 year of related experience required; experience in a professional services environment preferred.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Strong attention to detail with a commitment to producing accurate work in a timely manner and incorporating feedback to improve quality.
• Initiative to develop technical skills and apply knowledge with support and direction.
• Proven commitment to providing exceptional client service.
• Strong organizational skills with the ability to prioritize assignments and manage competing deadlines in a fast-paced environment.
• Strong verbal and written communication skills.
• Analytical and problem-solving abilities.
• Ability to handle sensitive situations and confidential information with discretion.
• May require some overtime hours.
• Ability to travel as needed, approximately 5%.

Compensation & Benefits

• The national pay rate range for this position is $18.00 to $34.10 per hour.
• Actual compensation is influenced by factors including skills, experience, qualifications, certifications, work arrangements, and geographic location.
• A comprehensive compensation and benefits package is offered to eligible employees.

Location

Please discuss work location status with the talent acquisition professional to understand requirements for the opportunity being explored.