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.

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