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BKD, LLP Tax Operations Team Lead in Springfield, Missouri

BKD is currently looking for a Tax Operations Team Leader for our Springfield, MO practice. The candidate must be highly organized, display a quick ability to learn, pay attention to detail and enjoy a variety of work assignments in a fast-paced, team culture.

What You will Do:

  • Administer all internal aspects of our tax practice including; client intake, document management and retention; monitor & maintain workflow processes & procedures; onboard new clients

  • Be responsible for oversight and functions of our practice management software, including new client set-up and client file maintenance

  • Maintain all due date lists and ensure client work is appropriately completed to meet compliance deadlines

  • Be responsible for maintaining assigned work schedules for firm associates

  • Process client income tax returns including copying, binding, and scanning completed returns

  • Support professional staff, maintain calendars & schedule appointments, follow up on client requests, provide copies of documents and assist in missing information requests to clients

A Successful Trusted Advisor Has:

  • Strong interpersonal, written and verbal communication skills

  • Must demonstrate the ability to establish and maintain professional working relationships with clients and staff

  • Ability to hold in confidence information that will include personnel and financial matters

  • Demonstrate ability to work independently in a fast-paced, deadline-oriented environment

Minimum Qualifications:

  • 3 or more years of related experience

  • Prior experience with supervising a team preferred

  • Proficiency with Microsoft Office Suite

  • Advanced proficiency in Microsoft Excel to include formula creation, pivot tables, conditional formatting, reporting and running macros

Preferred Qualifications:

  • Bachelor's Degree

Experience the BKD difference for yourself. For more information about our firm locations, visit bkd.com. BKD, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.

It is BKD’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

  • BKD expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

  • BKD further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with BKD.

  • Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered the property of BKD.

At BKD, our mission is to provide rewarding career opportunities and invest in the success of our people. Through award-winning learning and development, coaching and career advocacy programs, you will have the tools to make every play count and reach your professional goals. Along the way, you will have the opportunity to influence innovation and build long-lasting relationships. As a BKDer, you will be able to learn, lead, serve and be recognized for your contributions.

As a part of our People First culture, we invest in the well-being of our Trusted Advisors so they can provide Unmatched Client Service®. Click here to learn how we invest in our people: bkd.com/careers/our-investment-in-our-people.

Make your next play at BKD.

About BKD

BKD, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,900 dedicated professionals provide solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer a variety of tax, accounting and consulting services and combine the insight and ideas of thought leaders in multiple industries. Learn more at bkd.com.

ID: 2020-7458