Tax Processing Specialist

This role reports directly to the Tax Operations Manager.

• Print, assemble, and electronically deliver various types of tax returns, including corporate, partnership, individual, trust, estate, and exempt organization filings. Prepare paper filings for mailing and assemble returns for delivery through client portals, secure file-sharing platforms, and email.
• Perform quality reviews of tax returns and related deliverables to ensure accuracy, completeness, and compliance with firm standards. Coordinate timely distribution of finalized deliverables while providing professional service to clients and internal teams.
• Communicate directly with clients, colleagues, and management regarding tax return processing, deliverables, and related matters.
• Monitor, prioritize, and manage client deliverables, workflow tasks, and filing deadlines within a fast-paced, due date-driven environment.
• Ensure work is completed accurately and on schedule while proactively following up on outstanding items to meet established deadlines.
• Demonstrate strong teamwork by actively contributing to a collaborative work environment, understanding both individual and team responsibilities, building positive working relationships, and seeking guidance, clarification, and feedback as needed.
• Adapt to changing priorities and workload demands, particularly during peak tax seasons and critical filing deadlines.

• Exceptional attention to detail and a commitment to delivering high-quality work.
• Prior tax processing or preparation experience preferred
• Adaptability in learning new software and willingness to adapt to new processes in an ever-changing environment.
• Strong organizational and administrative skills.
• Ability to work independently, manage priorities, and handle multiple tasks in a fast-paced, due date-driven environment.
• Discretion in managing confidential and sensitive information.
• Proven ability to meet deadlines and proactively follow up with stakeholders as needed.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat.
• Demonstrated experience using the CCH Axcess Platform, including Tax, Document, Workflow, Engagement, and related applications, is preferred.

BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm’s tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. 

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. The firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com.

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