Tax Operations Coordinator - Foxborough, MA
ABGi USA · Houston, TX · 2 mo ago
On-siteManagementFull-time
ABGi USA is hiring on behalf of an established public accounting and business advisory firm in Foxborough, MA. The firm provides tax, accounting, consulting, and financial advisory services to businesses and individuals, handling both traditional accounting needs and complex financial engagements.
About the role
This individual will report directly to the Head of the Tax Department and provide operational, administrative, and workflow support to the firm's tax professionals. The role is central to keeping the tax department organized and running efficiently.
Responsibilities
- Maintain tax return, extension, estimated payment, and compliance calendars
- Coordinate electronic filing of federal and state tax returns and extensions
- Monitor filing transmissions, acknowledgements, rejections, and acceptance statuses
- Prepare and distribute tax organizers, engagement letters, and related client materials
- Track outstanding signatures, documents, authorizations, and filing requirements
- Coordinate client document intake, scanning, electronic organization, and return delivery
- Maintain and update workflow and practice management systems throughout each assignment
- Manage calendars and coordinate onsite and offsite meetings around departmental priorities and deadlines
- Prepare selected client invoices and assist with productivity reporting and work-in-process workflows
- Perform basic bookkeeping and account reconciliations for selected client accounts
- Manage CPE and certification tracking and reporting
- Assist with staff training, onboarding, meeting coordination, and general departmental administration
- Provide limited reception coverage, including greeting visitors, answering phones, and supporting front-office operations
- Identify opportunities to improve workflows and overall departmental efficiency
- Provide professional and responsive support to clients and internal team members
Requirements
- Associate degree in Business Administration, Accounting, or a related field preferred
- Previous experience in an accounting, tax, legal, or professional services environment preferred
- Coordinator, administrative, or operations experience within a professional office environment
- Basic bookkeeping and account reconciliation experience preferred
Skills
- Proficiency with Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint
- QuickBooks experience preferred
- Experience with tax, accounting, workflow, or practice management software preferred
- Highly organized with the ability to manage multiple priorities and deadlines
- Strong attention to detail and follow-through
- Excellent written and verbal communication skills
- Proactive problem solver who can anticipate needs
- Comfortable working in a deadline-driven environment, particularly during busy season
- Adaptable and able to shift priorities when needed
- Professional and discreet when handling confidential client and financial information
- Team-oriented with a willingness to support both tax professionals and overall office operations
Benefits
- Annual performance-based bonus eligibility
- Medical, dental, and vision insurance
- 401(k) with employer match
- Paid Time Off and paid holidays
- Life and disability insurance
- Employee Assistance Program
- Professional development opportunities