Tax Team Coordinator

This position provides administrative and accounting support to a team of tax accountants. Working with professional staff, administrative team members, and clients at times, this position requires a high degree of professionalism. Tax Team Coordinators are responsible for a variety of support tasks, listed below, but responsibilities can vary based on time of year, willingness/ability to learn new concepts and specific team needs.

A successful Tax Team Coordinator will have a positive, service driven attitude, is capable of multi-tasking, problem solving, staying organized and keeping others organized. This position is fast paced, requiring both the ability to work independently with limited supervision and cooperatively with all levels and team members, at times being the point person between them all. Candidates should be dependable, approachable, and reliable team members.

Responsibilities will include but are not limited to

New client engagement including practice setup

Team client engagement letter preparation

Practice client management including: Engagement letter status updates, due dates, budgets, client/project information

General administrative requests directed by team members

General client/team management such as schedule or due date management

IRS Notice response preparation

Team member directed planning, interim or year-end tasks

Management of the tax return delivery process for client/team

Maintaining smartsheets for client/team

Rolling forward each year

Maintaining target date accuracy

General maintenance and organization

Assume additional general administrative requests as requested.

The hourly rate for this role is $25.00.