Project Coordinator - Tax Services

RubinBrown LLP•Kansas City, MO

23h•Onsite

About The Position

RubinBrown is seeking a Project Coordinator to support our Tax Practice. This role is responsible for coordinating workflow, supporting client engagements, and serving as a key connection point between internal teams, clients, and external providers. The Project Coordinator plays an important role in keeping engagements organized, on track, and moving efficiently from data collection through completion. This position combines project coordination, administrative support, and client service, with the flexibility to adapt to evolving team and firm needs.

Requirements

Associate's or Bachelor’s Degree preferred.
Experience in public accounting, tax, or professional services preferred
Strong organizational skills and ability to manage multiple priorities
High attention to detail and accuracy
Proficiency in Microsoft Office, including Excel and Word
Strong communication and interpersonal skills
Ability to learn new systems and adapt in a fast-paced environment
Client-service mindset with a proactive approach

Nice To Haves

Excellent written and verbal communication.
Strong organizational skills and attention to details.
Exceptional organizational and time management skills.
Ability to manage competing priorities, especially during busy seasons.
Strong interpersonal and client communication skills.
Proficiency in scheduling software and Microsoft Office Suite (Outlook, Excel, Word).
Ability to work independently and collaboratively in a team-oriented environment.

Responsibilities

Track and monitor the status of tax engagements and key deliverables
Maintain tracking tools for returns, estimates, and other client work
Help prioritize and coordinate work across multiple engagements and teams
Maintain deadline tracking and follow-up systems to support timely completion
Gather and organize tax documents from clients and third-party providers
Ensure documents are complete, accurate, and properly routed to internal systems
Follow up on missing information and support timely resolution
Serve as a liaison between client service teams, clients, and external partners
Communicate engagement status, open items, and priorities to stakeholders
Support client correspondence related to document collection and engagement progress
Assist with day-to-day administrative aspects of tax engagements
Support e-filing processes and help resolve filing issues
Assist in preparing deliverables, meeting materials, and engagement documentation
Help coordinate work across teams, including during peak periods
Assist with billing, invoicing, and maintaining client records
Manage shared inboxes and route incoming requests appropriately
Maintain internal tracking tools and systems