What are the responsibilities and job description for the Tax Processor position at Springline Advisory?
About Our Team:
HM&M, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
About the Role:
As a Tax Processor, this role supports the seamless flow of tax return preparation by managing both digital and paper filings. Working closely with tax professionals and administrative staff, this position plays a key part in ensuring accuracy, consistency, and timely delivery. It offers exposure to a variety of return types and complexity levels, along with hands-on experience using tax software and Microsoft Office tools. The environment is fast-paced and collaborative, with opportunities to learn, grow, and contribute meaningfully to the team’s success.
What You’ll Do:
- Support the tax preparation process by handling and reviewing all tax returns completed by professionals before final delivery.
- Assist in processing both digital and paper tax returns, varying in complexity, ensuring accuracy and completeness.
- Operate in a high-volume, deadline-driven environment, maintaining efficiency and attention to detail under pressure.
- Collaborate closely with tax professionals, administrative staff, and partners to ensure smooth workflow and timely completion of tasks.
- Utilize tax software (familiarity with CCH is a plus but not required) and Microsoft Office tools to manage and track return processing.
- Communicate effectively—both verbally and nonverbally—with team members to resolve issues and clarify instructions.
- Demonstrate a collaborative, team-oriented mindset while working independently when needed.
- Receive comprehensive training from supervisors, administrative staff, and partners to ensure success in the role.
- Maintain confidentiality and security of all client information throughout the processing cycle.
About You:
- High school diploma required. Associate or bachelor's degree is a plus.
- 2-3 years of experience in an administrative, processing, or office support role.
- Works well in a collaborative team setting and supports the tax return process from start to finish.
- Proficient in Microsoft Office tools, including Word, Excel, and Outlook.
- Open to learning new systems; familiarity with tax software such as CCH is a plus but not required.
- Communicates clearly and professionally, both verbally and nonverbally.
- Organized, adaptable, and capable of managing high volumes of work under tight deadlines.
- Demonstrates a team-oriented mindset and a willingness to grow in a supportive environment.
Why Join Us:
We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
- Flexible Work Environment: Hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
- Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
- Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
- Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
- Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
HM&M, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.