Administrative Coordinator - Advisory & Tax Team

Job Description

To make an impact at Rehmann, you will:

• Create and manage client lists, consent forms, and new client set-ups.
• Manage SafeSend Gather tasks and document sorting.
• Communicate with clients regarding estimates, extensions, and notices.
• Coordinate tax return processing events and ensure timely filing deadlines.
• Foster positive relationships with clients and colleagues.

Quality Control

• Accurately file extensions and estimates to GFR.
• Oversee e-file status, handle rejections, and manage Power of Attorney processing.
• Facilitate and coordinate federal/state notices and responses.
• Maintain tracking for 1099 processing and PPT tax returns.

Workflow and Process Tracking

• Create and compare reports for tax returns and batch management.
• Track and manage tax return processes, including paper, SafeSend, and SFT.
• Monitor due dates and workflows in GFR.
• Create and deliver organizers and ensure certified mailing processes are timely.
• Assist with CCH Scanning and AutoFlow.

Desired Skills and Experiences

• Associates degree, paralegal, or equivalent work experience.
• Proficiency in Microsoft Office suite, including preparing correspondence, reports, tables, and exhibits.
• Clear, fact-based communication skills.
• The ability to handle communications and information professionally, including addressing issues requiring discretion.
• Prioritization and time management skills to meet firm’s expectations.
• Critical thinking, sound judgment, and ethical behavior.
• Strong attention to detail and proactive learning.
• Professional image, maturity, self-confidence, and positive attitudes.

Benefits

• Benefits focused on physical and mental health.
• Paid time off for volunteering and diversity-related activities.
• Flexible work arrangements.

About the Role

At Rehmann, we empower your purpose by providing exceptional support, encouragement, and guidance from colleagues and leadership. We focus on helping you achieve your career goals, and we offer a culture that puts people first.

Pay

Details on pay are not specified in this posting.

Schedule

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Qualifications

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Skills

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Benefits

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Pay

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Schedule

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Application Instructions

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