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 such as creating organizers and reminders.
• Initiate and maintain effective communication with clients.
• Ensure accurate filing of 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.
• Axcess Tax batch manager responsibilities include:
• Create and compare reports for tax returns and batch management.
• Track and manage tax return processes.
• Oversee batch extension processing and organizer creation and delivery.
• Ensure certified mailing processes are timely and recorded in GFR.
• 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, and using Outlook, Excel, and tax-specific software for project management and scheduling.
• Clear, fact-based communication skills.
• The ability to handle communications and information professionally, including addressing issues requiring discretion or confidentiality.
• Strong attention to detail and the ability to prioritize work and manage time to meet timelines and firm's expectations.
• Critical thinking, sound judgment, and ethical behavior in accordance with professional standards.
• Proactive learning and application of acquired knowledge, bringing innovative ideas to the table.
• A professional image, maturity, self-confidence, and positive attitudes.