Plante Moran is a leading audit, tax, consulting, and wealth management firm committed to a supportive and inclusive culture. The Central Tax Processor role involves providing critical tax administrative services, including processing tax returns and managing client deliverables while ensuring quality and compliance.
Responsibilities
- Process business and individual tax returns/forms which may include assembly and binding, utilizing firm determined processes and procedures and firm tracking systems to ensure all data is entered, correct and up-to-date
- Effectively managing requests by securing all necessary details, paying close attention to deadlines/due dates, assessing return/form requirements and communicating with staff to manage expectations
- Produce, format, and edit pdf files, letters, reports and other documents in Adobe, Microsoft and other firm applications
- Ensuring quality work product through effective execution of established processes and procedures; reviewing work product for quality, accuracy, and alignment with staff request to deliver complete and accurate .pdf files to assemblers and tax staff
- Adding value through critical thinking and anticipating needs to support quality deliverables and for effective management of critical time-periods and high work volume
- Research and develop an understanding in the organization of all appropriate federal, state, and local tax returns/forms
- Managing and fostering relationships with the central processing team and staff, to ensure appropriate planning for incoming work; integration of new team members and initiatives
- Effectively communicating with team members and supervisor/manager in day-to-day operations to ensure staff demands are addressed and fulfilled
- Support various special projects from start to finish upon request and perform other duties as assigned
Skills
- High school diploma or equivalent required
- Proficient with Adobe and Microsoft Office Suite applications including Word, Excel, and Outlook
- High numerical reasoning ability
- Strong proofreading and attention to detail
- Sharp oral and written communication skills
- Ability to learn various other programs and applications as necessary and/or required
- High energy level with excellent interpersonal skills, positive attitude, professional presence and exceptional customer service
- Customer service experience preferred
- Flexibility to work overtime and weekends during peak tax periods
Benefits
- Health, dental, vision, disability, and life insurance
- Flexible Time Off
- Various pre-determined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel expense
- Lodging, and meal reimbursement for business-related use
- Pension plan
- Discretionary bonus plan
- Limited paid sick time
Company Overview
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services. It was founded in 1924, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://www.plantemoran.com.
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