Tax Coordinator
The Tax Coordinator plays a critical role in the success of our tax team by coordinating the collection, organization, and routing of client-provided data. This role includes regular interaction with clients to facilitate document submission, respond to routine inquiries regarding intake status and deadlines, and proactively manage follow-up on outstanding client action items. While this position does not involve tax return preparation or providing tax advice, it plays a critical role in supporting efficient, timely and well-coordinated tax engagements.
Tasks and Responsibilities:
- Receive and organize client tax documents across multiple intake tools and platforms
- Review files for completeness before delivery to the appropriate internal team
- Identify missing, incomplete, or unclear items and assist with follow-up or escalate as appropriate
- Maintain organized document flow and status tracking
- Scan, save, and name files consistently
- Assist with e-filing confirmations and related post-filing communications
- Assist with final return packaging
- Maintain accurate and up to date client records in tax software and CRM platforms
- Coordinate with the Administrative and Tax teams to improve communication and workflow
- Comfortable using business management software and collaboration tools such as MS Outlook and Teams, Excel, TaxDome, etc
- Strong organizational skills and multitasking abilities
- Excellent written and verbal communication skills
- Prior experience in an administrative or client facing role
- Comfortable with structured processes and checklists
- Familiarity with common tax forms, terminology, and deadlines preferred
- High level of discretion and confidentiality
Benefits:
- Health, dental, and vision insurance
- Retirement savings contributions
- Paid time off and holidays
