Tax Processor

Tax Processor
Department: Tax/Support
Location: Downtown Austin, TX

Who We Are

Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We’ve been named Accounting Today’s  “#1 Best Mid-sized Accounting Firm to Work For” in the US three of the past four years, with a 2nd place ranking in 2020.

What Sets Us Apart

We’re redefining what it means to work in public accounting by:

  • Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
  • Leaning on our core values and showing genuine care and concern for one another
  • Empowering our people to do what’s best for them, while providing exceptional client service
  • Cultivating an environment that allows our people to thrive personally
  • Investing in the professional growth of our people

Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.

What You’ll Be Doing

As a key member of our tax and support teams, you’ll be assisting with various administrative duties, helping to support our tax team members as they help clients navigate their tax compliance requirements. This is a full-time, non-exempt position. Overtime may be required during peak periods.

Primary Duties and Responsibilities:

  • Provide support to the tax department
  • Quality control, final production and filing of tax documents in advance of deadlines
  • Organize, scan, and reproduce documents
  • Manage electronic and paper workflow
  • Create documents working in Microsoft and industry specific software programs
  • Enter and maintain database information
  • Administer Internal Revenue Service e-filing
  • Coordinate with the tax team and two offices to ensure effective processing
  • Participate in tax team meetings and contribute to ongoing process improvement
  • Maintain due date lists, ensuring items are completed ahead of deadlines
  • Electronic file cleanup and organization of tax returns for delivery to clients
  • Assist with creation and distribution of Engagement letters and organizers
  • Coordinate, organize, and filter client tax data to facilitate accurate and timely completion of individual and entity income tax returns

Secondary Duties and Responsibilities:

  • Accurately organize and file client provided tax documents
  • Assist with client information requests, and processing and organization of client provided information
  • Handle basic data entry in tax software during tax return creation
  • Other tasks as assigned

Our Commitment to DEI

As a firm that embraces people from different backgrounds, we encourage applications from those who identify with the BIPOC or LGBTQ+ communities, possess visible or hidden disabilities, and/or have served in the military. Let us know if you prefer certain pronouns or if you need reasonable accommodations at any point throughout our recruitment and selection process.

Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

What We Offer

  • PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
  • Paid parental leave and paid bereavement leave
  • Annual bonus through profit-sharing plan
  • 401(k) plan including profit-sharing contribution
  • Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
  • Employee assistance program
  • Continuing professional education
  • Hybrid, flexible scheduling
  • Many more perks and benefits

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits:  Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

What We’re Looking For

  • Must be able to work in-office in Downtown Austin at least 4 days per week with the option to work the remaining day remotely
  • Minimum of 5 years of relevant work experience (in roles such as administrative assistant, executive assistant, office coordinator, office administrator, office manager and/or registrar)
  • Associate’s degree; a Bachelor’s degree is preferred and may replace some of the work experience required for an excellent and otherwise qualified candidate
  • Experience with Microsoft Excel, Word, and Outlook, and Adobe Acrobat
  • Experience learning a new software
  • Must be a self-starter and be able to work independently
  • Must have the ability to maintain a high level of accuracy and thoroughness to monitor own work to ensure quality
  • Must be comfortable with and able to learn new technology
  • Must have excellent verbal and interpersonal communication skills and present a professional image both in person and over the phone
  • Must be organized and have the ability to set priorities and meet deadlines
  • Must have the ability to maintain confidentiality

Preferred Qualifications

  • Prior experience working in an accounting firm or other professional services firm is a plus
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