Tax Administrative Specialist

Tax Administrative Specialist

The Tax Administrative Specialist position is 100% in person in our South Portland, ME office.

Responsibilities :

• Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.
• Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
• Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows.
• Assist with printing, mailing, scanning, and faxing, and reception tasks as needed.
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

Qualifications :

Wipfli is an equal opportunity / affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.