Centralized Tax Processor

Looking to work at a firm with an unbeatable culture?

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.

This position is responsible for providing a broad spectrum of support to the tax department in a fast-paced, challenging and rewarding environment. Requirements include people, communication, organizational, technical and processing skills, as well as the ability to prioritize multiple tasks. Applicants need to thrive in a collaborative work environment.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How You’ll Spend Your Time: 

• Process, assemble and delivery of tax returns, extensions, and estimates
• E-File tax returns, monitor e-File statuses, track and communicate any rejections or exceptions with tax professional staff
• Flexibility to work additional hours during peak periods
• Scanning and/or download of client documents via firm software
• Work independently and collaboratively to ensure completeness, accuracy, and timeliness of workflows to meet deadlines
• Be a positive team player for the tax administrative team and tax department

The Kinds of People We Want to Talk to:

• Bachelor’s degree or equivalent experience in business, accounting, or related field
• Experience in tax administrative support work, office practices and administrative procedures
• Tech savvy with the ability and desire to embrace necessary software applications
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor
• Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines
• Excellent verbal and written communication skills
• Proficiency with all Microsoft applications
• Open to constructive feedback and on-going self-improvement

 Experience with the following software programs a plus:

• XCM
• GoSystems
• SurePrep/TaxCaddy
• Box
• Microsoft 365
• SafeSend

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

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