Tax Operations & Compliance Specialist

Job overview

The Tax Operations & Compliance Specialist role is hybrid in Baton Rouge, LA. Compensation is not specified. The position supports the Tax Department at Hannis T. Bourgeois, a CPA firm providing accounting, tax, assurance, and consulting services. The specialist combines individual tax preparation with workflow, technology, client assistance, and administrative support. The role helps move tax engagements from document intake through preparation, electronic delivery, filing, and post-filing support while improving department processes and reporting.

What you'll do

• Prepare federal and state Form 1040 returns and related schedules
• review client tax information for completeness
• organize documents for scanning and electronic workpapers
• coordinate electronic return delivery through SafeSend and assist clients with the platform
• support tax notice workflow and routing
• administer and maintain CCH Workflow projects
• assist with electronic filing and routine filing issues
• compile departmental analytics and reporting
• support tax department projects and peak-period workflows.

What we're looking for

Skills & competencies

tax operations & compliance specialist

baton rouge la

hannis t. bourgeois

hybrid

tax preparation

form 1040

tax compliance

cch workflow

safesend

tax notice workflow

electronic filing

department analytics

Work arrangement

• Weekend coverage required

Why this role

Hybrid role spanning tax compliance, technology, client service, and department operations; responsibilities shift with filing-season demands.

About the employer

Hannis T. Bourgeois is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.