Administrative Coordinator
About The Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.
Tax Collator Job Description
We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.
- Assemble and collate completed tax returns, including federal, state, and local filings
- Organize supporting documentation (e.g., K-1s, W-2s, 1099s, financial statements) in accordance with firm standards
- Prepare tax return packages for client delivery (paper and/or electronic via portals such as SafeSend)
- Review deliverables for completeness, accuracy, and proper formatting prior to finalization
- Assist with e-filing processes, including uploading returns and monitoring submission status
- Cook up signature requests and track receipt of signed documents
- Maintain and update document management systems (e.g., CCH Document, GoFileRoom)
- Communicate with tax team members regarding missing information or corrections
- Support extension processing and deadline tracking during busy seasons
- Afford administrative tax processes, including scanning, filing, and data organization
- Ensure all work complies with firm procedures, quality standards, and confidentiality requirements
Qualifications
- High school diploma required; Associate’s or Bachelor’s degree preferred
- 1–3 years of administrative or office experience (public accounting experience preferred)
- Familiarity with tax documents and basic tax terminology is a plus
- Experience with document management systems or tax software (e.g., CCH, SafeSend) preferred
- Strong attention to detail and organizational skills
- Able to manage multiple deadlines in a fast-paced environment
- Proficiency in Microsoft Office (especially Outlook and Excel)
- Strong communication and teamwork skills
Core Competencies
- Attention to Detail and Accuracy
- Organization and Time Management
- Accountability and Ownership
- Team Collaboration
- Adaptability During Busy Seasons
Work Environment & Expectations
- Ability to work extended hours, including evenings and Saturdays, during peak tax seasons
- Hybrid or in-office work environment depending on firm policy
- Ability to commute/relocate: Woodbury, NY 11797
Reporting Structure
Reports to: Tax Operations Supervisor
Works closely with: Tax Preparers, Reviewers, and Administrative Support Team
Job Type
Full-time
Schedule
Monday – Friday, 9:00AM – 5:30PM
Work Location
In person
Ability to Commute/Relocate
Woodbury, NY 11797
Compensation & Benefits
The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We Provide a Robust Benefits Package, Including Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term Disability InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.