Tax Administrative Coordinator

Key Responsibilities

• Oversee tax return workflow across systems (client portal, document management, tax software, e-file, enterprise resource planning)
• Maintain accurate, real-time status tracking across all stages
• Ensure data consistency and resolve workflow gaps
• Support system improvements and new technology adoption
• Tax Department Support
• Cook up receipt and tracking of client documents
• Assemble tax returns for review and delivery
• Process e-file authorizations (Forms 8879) and monitor filing status
• Absorb extensions, documentation, and compliance
• Communicate with clients regarding missing information and return status
• Client Coordination
• Serve as a primary contact for client document submissions
• Monitor departmental email inboxes and client portals
• Absorb clients with portals and e-signature tools
• Support onboarding of new tax clients
• Reception Backup
• Provide front desk support as needed (calls, visitors, mail, scheduling)

Qualifications

• 2+ years administrative experience (CPA or professional services preferred)
• Familiarity with tax processes, deadlines, and workflow systems preferred
• Proficiency in Microsoft Office and Adobe Acrobat
• Experience with Enterprise Resource Planning system preferred
• Strong organizational, communication, and multitasking skills
• High attention to detail and accuracy

Benefits

• Coverage for medical, dental, vision, 401K with company match
• Paid life insurance and long-term disability
• Generous paid time off
• Approximately 10 days paid holiday
• Training budget for professional development and professional licensure

EEO Statement

The firm is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by law.