Processing Lead

Job Title: Processing Lead

Company Name: Integrated Tax Consultants, LLC
Company Location: Falmouth, Maine

ITC is a well-reputed, rapidly growing, and accessible full-service accounting firm based in Falmouth, Maine. We offer tax and accounting services for individuals and small to medium local businesses. We value our client relationships above all else.

Position Overview

The Processing Lead top responsibilities are to ensure efficient and accurate processing of tax-related documents, forms, and client information. This position requires strong interpersonal skills, attention to detail, always maintaining confidentiality and security of client information. If you are organized, personable, and thrive in a fast-paced environment, we encourage you to apply for this position and join our dynamic team at Integrated Tax Consultants.

Essential Duties & Responsibilities:

Administrative Support: Complete a broad variety of administrative tasks that facilitate the firm’s ability to effectively provide service to our clients and staff.
Client Interaction: Communicate with clients via phone or emailto clarify questions, discuss details related to tax documents, take electronic payments, and meet with clients to obtain signatures.
Collaboration: Work closely with other team members and departments, including the bookkeeping department, tax preparers and administrators, to support overall office operations. This includes assisting with special yearly projects, producing complex documents.
Data Entry: Accurately enter client information into our firm management software and Quickbooks Online. Organize and maintain physical and digital client files in compliance with company policies. Ensure confidentiality, security, and proper handling of client documents always.
Processing: Receive, review, and process tax documents including returns, and forms. Processes and assembles tax returns and other deliverables both in paper and digital formats. Verify the accuracy and completeness of tax forms and supporting tax documents. Identify and suggest improvements to streamline processing procedures and enhance efficiency.
Quality Control: Manage workflow to meet deadlines and ensure timely completion of tasks. Ensure compliance with all relevant financial regulations and company policies. Conduct quality checks on completed tax returns to identify errors or discrepancies. Collaborate with tax professionals to resolve any issues and ensure accuracy. Ensure all processed documents meet established quality standards and compliance requirements.

Qualifications:

An associate or bachelor’s degree is preferred.
Tax experience (1-3 years) preferred.
Accounts Payable experience preferred.
Managerial experience preferred.
Knowledge of workflow management ERP software preferred.
Proficiency in accounting software, QuickBooks online and MS Office.
Excellent organizational and time management skills with the ability to prioritize tasks.
Excellent attention to detail and accuracy in data entry and record-keeping.

Benefits

Benefits include a highly competitive rate of pay, paid time off, paid holidays, and parking. LTD, STD, Life Insurance, Worker’s Compensation Insurance, and Earned Paid Leave are available immediately upon starting this position. Health insurance, dental & vision insurance eligibility, and a 401K retirement savings plan with employer match are available 90 days after the start date.

Salary

The starting pay range is $26 – $28 per hour depending on experience.

To Apply:

Please submit a cover letter, resume, and two letters of recommendation, to Matt Emkey, Firm Administrator, via email at memkey@itctaxes.com or via post to 358 US Route 1, Suite 101, Falmouth, ME 04105.

Additional Information:

This position is full-time and may require occasional overtime during busy tax seasons position in our Falmouth office. The successful candidate will enjoy a collaborative work environment and opportunities for professional growth within our firm.

This job description outlines the essential duties and requirements for the Processing Lead at our firm. Other job tasks or projects may be assigned during the off-season.