Tax Processing Specialist

Overview

BerryDunn is seeking a Tax Processing Specialist to join our Tax Services Group. You will be responsible for support within the tax group aiding our service teams across a wide range of industries. The ideal candidate should possess strong interpersonal skills both with internal and external customers while maintaining an aptitude for technical growth. The Tax Processing Specialist should also have the ability to prioritize / reprioritize daily work while working independently and in a team environment to meet deadlines. This is a temporary to hire position and will sit in our Bangor, ME office. You will report to the Tax Operations Manager.

You Will

Support the Tax Services Group by completing the following:

• Organizers: Assist with check-in and scanning of Form 1040 Organizers.
• Engagement Letters: Prepare, review, and send Engagement Letters. 
• DocuSign Management: Save signed letters and E-file Authorization Forms, update Workflow, and move tasks forward as needed.
• E-file Acceptances: Download, save, and update Workflow for e-filed returns and extensions, ensuring checklist completion and finalization.

Additional responsibilities may include:

• Print and assemble tax returns, route and deliver completed returns to proper principals and managers for review and/or signature; this includes various types of tax returns such as corporate, partnership, individual, trusts, estates, and exempt organizations.
• Handle delivery of returns to client - assemble tax packages to send.
• Communicate directly with existing clients, colleagues, and management regarding various tax matters.
• Manage and monitor client deliverables and due dates.
• Demonstrate teamwork by working as a team member; understanding individual and team roles; contributing to a positive working environment by building solid relationships with team members; and proactively seek guidance, clarification and feedback.

You Have

• Strong attention to detail and a high level of quality in your work product
• Excellent organizational abilities and administrative skills
• Ability to work independently, prioritize work, and multi-task within in fast-paced environment
• Ability to handle confidential and sensitive information
• Ability to understand and meet deadlines, including following up with stakeholders, as necessary
• Proficiency with the Microsoft Suite of software (Outlook, Word, Excel, PowerPoint) and Adobe Acrobat
• Experience with CCH Axcess Platform (Tax, Document, Workflow, etc) helpful, though not required.

#BD_ATA

Compensation Details

The hourly rate for this role is $24 to $28 per hour. This rate represents BerryDunn’s good faith and reasonable estimate of the possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications in excess of the minimum requirements for this posting, that applicant is encouraged to apply and a final rate may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The rate of the finalist selected for this role will be based on a variety of factors, including but not limited to, years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations.

BerryDunn Benefits & Culture

Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what’s expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn.

We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact careers@berrydunn.com to request an accommodation.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

About BerryDunn

BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, 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.

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 the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BDMP Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Berry, Dunn, McNeil & Parker, LLC and its subsidiary entities provide tax, advisory, and consulting services to their clients.

Salary : $24 - $28