Central Tax Processor jobs in United States
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Plante Moran · 2 hours ago

Central Tax Processor

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.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
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Growth Opportunities
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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

Qualification

AdobeMicrosoft Office SuiteNumerical reasoningProofreadingCustomer serviceCommunication skillsInterpersonal skills

Required

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

Preferred

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

Plante Moran

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Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Gordon Krater
Retired Partner
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Steve Schenbeck
Partner
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