Operations Specialist

Meadows Urquhart takes pride in being a different kind of accounting firm. Our founding partners had a simple yet profound vision of a firm known for its supportive workplace culture. We knew that by creating a positive environment for our team and bringing a personal touch to client relationships, we would build genuine, long-lasting partnerships with our clients.

Founded in 2004, we are a privately held partnership named one of the fastest growing firms in 2024. Our 50 employees provide tax, assurance, and consulting services to many industries including real estate, construction, financial services, hedge funds, high net worth individuals and nonprofits.  We leverage technology to service our diversified client base, providing tailored solutions in a consultative manner.

The firm is looking for an organized, client-focused Operations Specialist to support our team and clients. This role keeps our operations running smoothly, from processing and e-filing tax returns to welcoming clients and visitors at the front office.

We are dedicated to each of our team member's professional development. We provide the training, tools, and resources for each level of our firm to advance in their careers. Our comprehensive plan outlines the necessary technical and soft-skills that allow our people ownership over their career progression.

Giving back to the community is an essential part of our culture. Not only do we count many local nonprofits among our clients, our team members serve on many boards, engage regularly in community service and participate in annual fundraisers with numerous foundations. View more about what it’s like to work for us here.

Requirements

Job Responsibilities:

• Prepare tax returns for client delivery, following firm standards.
• Submit e-filings and track each one until it is accepted.
• Meet deadlines during busy season.
• Talk with clients by phone, email, and in person.
• Follow up on missing items and track them until complete.
• Respond to client needs quickly and professionally.
• Finalize client letters using firm formatting.
• Proofread documents for accuracy before they go out.
• Help with billing and accounts receivable.
• Answer and direct phone calls.
• Greet and direct visitors.
• Schedule meetings.
• Order supplies and team meals.
• Help keep the office clean and organized.

Skills:

• Advanced skills in Word, Excel, and Adobe Acrobat.