Moore Colson has an exciting opportunity for a dynamic, experienced, and self-motivated (Tax) Processing Assistant to join our growing team in Atlanta!
The ideal candidate will have 5+ years of well-rounded experience in a tax administrative assistant role. Candidates with professional services firm experience preferred. Successful candidates will be relationship oriented, efficient, critical thinkers with superior attention to detail, organizational and communication skills.
Moore Colson is a premier, full-service certified public accounting (CPA) and advisory firm in Atlanta with over 40 years of experience providing clients with an expansive range of services to help grow their business and achieve their goals. Unlike most firms, our non-book-of-business model organically fosters collaboration and teamwork while putting the client at the center of everything we do.
This position will play an instrumental role in supporting the firm’s long-term plans and will serve our Tax practice area. Under the supervision of the Tax Operations Manager, this individual will play a key role in ensuring our Tax Department exceeds client expectations. An accountable self-starter, our ideal candidate sets and meets goals and has a proven track record of performing well within the team environment as well as working independently.
Tax Processing Assistant will be responsible for (but not limited to):
- Help move projects toward completion by performing project and office administration tasks, including file management, maintaining project deliverables, and team collaboration.
- Review processed tax returns - confirm filing instructions are accurate, all e-filed returns and paper returns have been processed correctly, place sign-here stickies on paper returns for client signature, confirm envelopes are accurate.
- Assist with new client set-up in CRM.
- Assist with the preparation of individual organizers on an annual basis via SafeSend.
- Assist with the retrieval of individual tax documentation through multiple platforms, including SafeSend and Suralink.
- Occasional help with archiving copies of tax returns in Suralink and the CCH Engagement Permanent Folder.
- Occasionally help rolling forward Suralink tax return engagement folders on an annual basis.
- Occasional help with the US Mail and FedEx for Tax Department - FedEx end of day drop-offs, at the local hub, can become a daily activity during the months of March, April, September, and October.
- Provide responsive, accurate, and approachable customer service.
- Consistently meet deadlines while maintaining high quality work, and client and team relations.
- Occasional phone assistance for lunch coverage.
- Other administrative tasks and special projects, as needed.
Requirements:
- College degree preferred but not required.
- 5+ years of experience in a Tax Administrative Assistant position required.
- Must be familiar with the various tax return filings, as well as the due dates.
- High computer literacy (MS Word, Excel, and Outlook, required, and project management software experience preferred).
- Must be self-directed, autonomous, and motivated, able to multi-task, and highly detail oriented.
- Flexibility to handle projects, sometimes on short notice, providing support to Moore Colson professional staff.
- Proactive and exceptional communication skills (verbal and written).
- High level of interpersonal skills to handle sensitive and confidential information.
- Ability to work additional hours as needed, including overtime and weekend hours during busy seasons (typically February-April and September-October).
What We Can Offer You
We are dedicated to the well-being of our employees and are proud to be consistently recognized as one of Atlanta's Best Places to Work. Our comprehensive compensation and benefits package aims to exceed employees' expectations.
- Paid vacation, wellness days, 9 paid holidays, and 4 floating holidays
- "Dress for Your Day" attire code
- Steeply discounted membership to the Windy Hill Athletic Club or monthly fitness reimbursement
- Continuing education opportunities
- Competitive salary and merit-based bonus
- Traditional and Roth 401k with a generous funded match
- Comprehensive medical, dental, and vision coverage with multiple options
- Volunteer days
- GROW™ - Growth | Resources | Opportunities for Women
- Family & team social events
Moore Colson is annually ranked among Atlanta’s Top 15 Accounting Firms by the Atlanta Business Chronicle. We have been named an Atlanta Journal-Constitution Top Workplace since 2011 and a Top Workplace USA starting in 2023. Inside Public Accounting has also named Moore Colson one of America’s Top 110 Largest Accounting Firms, a Fastest-Growing Firm and a Best of the Best Top 50 Firm. Most importantly, our clients like us, trust us and want to do business with us. We are looking for people with the same enthusiasm, passion and respect for hard work that brought us to where we are today.
If you are interested in our award-winning corporate culture, excited for our best-in-class total rewards package and ready to take your career to the next level with a growing organization, consider joining our team!
At Moore Colson, we are a business based on ethics and integrity. We are proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment.
Moore Colson does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Moore Colson’s Talent team. Pre-approval is required before any external candidate can be submitted. Moore Colson will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.
