Tax Administrative Coordinator
About The Position
Due to growth and development at the Firm, we are looking to expand our administrative team and build for the future! This is an excellent leadership opportunity to be part of an independent, successful, family-oriented Professional Services Firm that provides a healthy work/life balance, flexibility, and career growth. We have been named a Top Workplace by Hearst Media Group multiple years, recognized in Accounting Today as a Top Firm in New England, Inside Public Accounting Top 400 Firms, and Best of Accounting Award! With offices in Ridgefield and New Canaan CT, Reynolds + Rowella provides accounting and advisory services to individuals and businesses. We’re proud to be one of the few independent regional accounting firms in Fairfield County—offering the expertise/reach of a large firm with the personal touch of a close-knit team. This position is designed to grow. As the firm modernizes its administrative operations, the Tax Administrative Coordinator will have the opportunity to take on broader responsibility across firm operations, including supervision of administrative staff, ownership of firm-wide workflow and process improvement, and participation in the firm's automation initiatives. The Tax Administrative Coordinator serves as the central coordinator within the Tax Department, ensuring projects move efficiently from intake through first review while supporting workflow management, quality control, client communication, and cross-department coordination. This includes monitoring project statuses, managing portal notifications, tracking missing information, coordinating between departments, and ensuring projects progress through the pipeline.
Requirements
- 5 + years of administrative, paraprofessional, or workflow coordination experience, preferably in a CPA firm or professional services environment
- Strong organizational skills and ability to track many moving projects at once without letting items stall
- Comfort with technology and a willingness to learn firm systems, including CCH Axcess, SafeSend, portal tools, and workflow software
- An automation-friendly mindset: curiosity about how AI and workflow tools can improve processes rather than a preference for doing things the way they have always been done
- Professional, service-oriented communication with clients and staff
- Discretion in handling confidential client and firm information
- Self-managing work style with sound judgment on when to escalate
Responsibilities
- Monitor project statuses - keep work moving through pipeline - intake through first review
- Conduct biweekly review of "Waiting on Info to Sort" status
- Manage project movement and reassignments, including annual reassignment projects
- Develop working knowledge of staff experience/skill sets to match work to the right in-charge
- Identify incorrect project setups, bring them to the Director's attention, and follow up with Admin and IT to confirm corrections are complete
- Perform first-pass quality control on incoming work
- Review e-sort PDFs for proper organization coming through intake
- Assist with the Client Missing Info list, driving information in and moving projects along in coordination with managers
- Act as liaison between IT, Intake, and Tax, as well as OAS and Audit
- Develop a deep understanding of firm processes and how departments work together to maximize workflow and efficiency
- Capture manager meeting minutes and follow up on action items
- Coordinate client setups and client drops
- Manage project rolling and maintain CCH templates
- Administer semi-annual independence process
- Help organize department training
- Track CPE certificates, CPE hours, and CPA license renewals
- Prepare bills as needed once approved, including progress bill preparation
- Prepare and distribute AR statements
- Restore QuickBooks files as needed
- Serve as Missing Info List coordinator, including direct client outreach
- Coordinate/Monitor intern and seasonal staff assignments, hours, and project accountability.
- Acknowledge information received to clients - send updated Client Info Lists with received items filtered out
- Review dependents' return information to determine filing requirements
- Review e-sort PDFs of tax information files
- Monitor Intake, New Information Received, and Ready-for-Export queues, ensuring all items are reviewed and advanced within 48 hours.
- Mark bills paid in SafeSend - mark engagement letters manually signed at appropriate point
- Assist in processing and delivering tax extensions
- Screen calls with Admin to provide payment vouchers or previously provided estimates, give clients status updates on returns, and confirm receipt of information
- Follow up on clients who have not sent initial information
- Help update and improve the extension process for the coming season
- Prepare engagement letters
- Prepare and distribute organizers
Benefits
- Healthy Work/Life Balance
- Hybrid Work Schedules
- Rewarding Working Culture
- team building and volunteer events
- employee-led committees
- Coaching/Mentorship Programs for our staff
- Reasonable/Achievable work hours during Tax Season/Year Round
- Strong Competitive Compensation + bonuses
- 401(K) savings plan with company match
- Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid Life Insurance, short/long-term disability insurance, Medical FSA and Dependent Care
- Very generous PTO Program + Paid Holiday Schedules
- Tuition / CPA exam & study materials reimbursement, including paid weekly study time
- Gym Membership reimbursement
- Summer Flex Time/Hours – off Fridays
- Dress for your day policy
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
