Administrative Coordinator

Job Responsibilities

• Manage, review and organize client information for your tax team
• Analyze information received and request missing/additional information in a timely manner
• Manage trackers (tax document inventory and master lists of clients)
• Facilitate new client setup and onboarding processes
• Utilize various software to extract client information and keep workflows moving forward
• Manage and maintain client billing information
• Process 1099s and K-1s through internal system
• Asemble and deliver returns to clients
• Manage tax notices and POA tracking, routing, and administration

Qualifications

• Background in/understanding of the accounting services industry is preferred
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint)
• Background in administrative experience is preferred

Pay

$23 per hour