Project Professional - Tax Process Coordinator (Cincinnati)

GBQ Holdings•Cincinnati, OH

47d•Hybrid

About The Position

The Project Professional - Tax Process Coordinator plays a critical role in the success of tax engagement teams by coordinating the collection, organization, and routing of client-provided data across multiple intake tools and platforms. This role works closely with engagement teams to manage intake workflows and ensure required information is received, organized, and delivered to the appropriate internal teams in accordance with established processes and timelines. The 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 the 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. This position focuses on two major initiatives established by the Firm: Client Focus and Profitability.

Requirements

2+ years of experience in a client service, administrative, or support role within a professional services environment
Strong organizational and coordination skills
Clear written and verbal communication skills
Comfortable using business management software and collaboration tools such as SharePoint, Excel, MS Outlook & Teams, etc.

Nice To Haves

Experience in project coordination, operations support, administrative services, or client service preferred.
Experience working in a public accounting firm or tax department, preferred
Familiarity with individual, business, or trust tax processes and terminology, preferred
Experience handling IRS or state tax notices (coordination only, not technical response), preferred

Responsibilities

Coordinate the collection, organization, tracking, and routing of client-provided tax data across multiple intake tools and platforms, including client portals, organizers, questionnaires, spreadsheets, and document upload platforms
Partner closely with engagement teams to support project initiation and manage intake workflows and ensure required information is received, organized, and delivered to appropriate internal teams in accordance with established processes and timelines
Identify missing, incomplete, inconsistent, or unclear information and follow up or escalate as appropriate
Assist with e-filing confirmations and related post-filing communications
Coordinate document and data handoffs between U.S.-based and offshore teams, where applicable
Assist with engagement setup activities and administrative workflow coordination
Organize, label, and maintain client documents to ensure usability by engagement teams
Perform other duties as assigned
Monitor intake status, tax return workflows, and key deadlines to support timely completion, filing, and client deliverables
Maintain accurate and up-to-date client records in tax software, document management systems, and CRM or workflow platforms
Assist with the testing, refinement, and implementation of intake tools, templates, and standard operating procedures
Support process improvement initiatives, including providing input on new ideas, technology, and tools, to increase efficiency, consistency, and clarity across tax intake and engagement workflows.
Serve as a trusted point of contact for routine client and advisor inquiries related to tax return status, document requests, deadlines, and general tax process questions
Support client data collection efforts, which may include periodic communication with clients or their advisors to: clarify document requests; assist with intake tools or submission processes; support intake-related communications between clients and internal teams; follow up on outstanding or incomplete information
Maintain a high level of professionalism, discretion, and confidentiality in all client and advisor interactions
Exercise sound judgment to escalate technical, complex, or time-sensitive matters to appropriate engagement team members
Exemplifies Brand Attributes of the firm.
Complies with all policies and procedures of the firm.
Demonstrates the ability to work individually or in a team environment and address conflict with peers and superiors.
Enhances firm collaboration through interactions with associates from other departments.
Consistently seeks feedback from performance manager and focuses on enhancing and developing professional and technical skills.
Calm, professional demeanor under deadline pressure.