Tax Services Senior Specialist

Senior Tax Services Specialist

Frost PLLC is a full-service public accounting and advisory firm committed to helping clients—and our people—thrive. We provide tax, assurance, advisory, business valuation, litigation support, and animal welfare services to clients across a variety of industries. Our culture is built on collaboration, integrity, continuous learning, and exceptional client service. If you're looking for a firm where you can grow your career while making a meaningful impact, we'd love to meet you.

As a Senior Tax Services Specialist at Frost, you'll be an integral part of our Tax team, combining your tax knowledge, organizational skills, and commitment to exceptional client service. We're looking for an experienced professional who can step into the role with a strong understanding of tax processes so we can focus on teaching you how we do things at Frost—not starting with the fundamentals of tax.

What You'll Do:

• Tax Process Support:
  Assemble and process individual and business tax returns, extensions, estimates, engagement letters, organizers, and other tax-related deliverables.
• Tax Knowledge:
  Apply your understanding of common federal and state tax forms, filing requirements, terminology, and tax processes to effectively support tax professionals and clients.
• E-Filing & Acceptance Monitoring: E-file tax returns and extensions, monitor acknowledgments and rejections, identify issues, and coordinate timely resolution.
• Deadline Management:
  Track tax due dates, extensions, estimates, and client deliverables to help ensure deadlines are met.
• Client Service:
  Serve as a knowledgeable point of contact for clients, answer routine tax-process questions, assist with document and information requests, and provide responsive, professional service throughout the client experience.
• Tax Technology:
  Work within tax preparation and workflow software, preferably CCH products, and assist with client portal access, document uploads, activation, changes, and troubleshooting.
• Document Management:
  Maintain accurate and organized electronic client files, including scanning, storage, routing, and management of tax documents.
• Problem Solving:
  Research questions, identify potential issues, and use sound judgment to resolve problems or determine when escalation to a tax professional is appropriate.
• Workflow & Project Coordination:
  Help manage workflow, priorities, and projects within the Tax practice while looking for opportunities to improve efficiency and client service.
• Team Support:
  Collaborate with tax professionals, administrative team members, and other Frost offices to provide backup and support during peak periods and throughout the year.
• Confidentiality & Professionalism:
  Handle sensitive client and firm information with the highest degree of professionalism, discretion, and confidentiality.

What We're Looking For:

• Five or more years of experience supporting tax services, preferably within a public accounting firm.
• Strong working knowledge of individual and business tax forms, tax terminology, filing requirements, extensions, estimates, and tax-season processes.
• Demonstrated experience working with tax returns and related documents—not simply general administrative experience.
• Ability to recognize common tax forms and understand how documents and information flow through the tax preparation and filing process.
• Strong client service skills with the ability to communicate confidently and professionally with clients regarding tax processes, deadlines, documents, and next steps.
• Experience with tax preparation, workflow, document management, and client portal software; experience with CCH products is strongly preferred.
• Advanced proficiency with Adobe Acrobat and Microsoft Office, including Outlook, Word, and Excel.
• Exceptional organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Strong problem-solving skills and the judgment to independently resolve routine issues while recognizing when a matter should be escalated.
• High attention to detail and commitment to accuracy.
• Ability to maintain confidentiality when handling sensitive financial and client information.
• Ability…