Over 100 years of superior client service and pure organic growth - without a single merger!
We are seeking a Tax Operations Assistant.
Our tax administrative team is an integral part of our 120+ person strong tax department and provides support to that department and its clients. Miller Cooper is proud to be named Crain’s Chicago 10th largest firm (2024), Accounting Today’s 54th largest firm in the US, 10th in the Great Lakes region (2024).
How You Will Contribute:
- Provide leadership and guidance to the tax return processing team, ensuring tasks are completed efficiently. The team’s key responsibilities include:
- Facilitating client tax return deliveries, with 90% delivered electronically
- Preparing, tracking, and conducting quality checks on engagement letters
- Scanning and archiving physical client documents while securely storing originals
- Formatting and distributing client notice responses, third-party authorizations, and power of attorney forms
- Drafting and finalizing paper extensions
- Developing and implementing processes to reduce the workload of tax professionals.
- Streamline the preparation process by introducing administrative support tools and systems to begin organizing tax returns before they reach the preparers, ensuring smoother workflows and greater efficiency.
- Support the implementation of new administrative processes and software systems.
- Have sufficient knowledge of tax returns and related software to effectively reprint returns that encounter issues with the electronic delivery system.
- Facilitate client onboarding by coordinating requests and reviewing prior year tax returns for relevant information.
- Proactively contribute to process improvements to enhance departmental efficiency.
- Manage administrative team schedules and support deadline-driven activities while also assisting in the team's key responsibilities.
About YOU!
- The ideal candidate has experience in tax preparation but is seeking a role with less intense busy season demands, allowing them to continue utilizing their expertise in a new capacity.
- A solid, inherent aptitude for technology is essential.
- Familiarity with accounting software (e.g., GoFileRoom, GoSystem, SafeSend, Sureprep)
- Excellent organizational and multitasking abilities.
- Strong leadership and communication skills.
- Bachelor’s degree is preferred.
- While overtime and some Saturdays are required during peak seasons, it is concentrated at the deadlines.
- Willingness to be in our Deerfield and Chicago office on a daily basis is required.
Benefits:
- Comprehensive Medical, Disability, Life, Identity Theft and Pet Insurance Plan.
- 401k and profit-sharing.
- Earned paid-time-off as well as paid holidays, bereavement and parental leave, and 8 hours of paid volunteer time.
