Tax Assistant - CHB presso Elliottdavis

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

The Tax Assistant plays a pivotal role in customer interactions, focusing on coordinating inbound and outbound filing information for customer groups. They excel in building meticulous timelines for invoicing and workflow management, ensuring efficient data collection that directly impacts engagement profitability. This role is pivotal within a billable capacity, guided by an annual chargeable hour budget. The Tax Assistant operates as a crucial support to a team tax professionals, undertaking diverse tasks and projects tailored to meet customer needs and project demands.

Responsibilities

• Playing a key role in fast-paced engagement teams around tax compliance and special projects
• Supporting teams to ensure high-quality customer service that exceeds customer expectations
• Holding direct customer contact and coordination of information sharing
• Managing documentation across large customer groups
• Uploading files to Suralink and/or customer portals
• Importing trial balances
• Assisting with tax notice resolution
• Analyzing and forecasting data to anticipate teams needs around high compression times
• Maintaining accurate and detailed updates to information pertaining to customer groups
• Innovation for efficiency and automation
• Other duties within the scope of the practice

Requirements

• Tax Support Administrator (TSA) experience, required
• High school diploma or equivalent required. College degree preferred
• 2+ years of recent public accounting or bookkeeping experience
• Proficiency with Microsoft applications including Outlook, Word, Excel, and PowerPoint
• Knowledge of CCH Axcess tax compliance software, a plus
• Experience with partnership (1065) tax compliance, a plus
• Ability to prioritize multiple assignments
• Excellent communication and interpersonal skills
• Strong team mentality and desire to grow
• Ability to take initiative, be self-directed and results-oriented
• Treats sensitive or confidential information with appropriate discretion
• Ability to take initiative, be self-directed and results-oriented
• Ability to work additional hours, as needed

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.