Tax Administrative Coordinator

Gilbert CPAs•Sacramento, CA

11d•$28 - $38•Onsite

About The Position

Gilbert CPAs is seeking a highly organized Tax Administrative Coordinator to support its Tax Department and oversee workflow coordination across systems. This role blends administrative support with process ownership and a heavy use and understanding of technology, ensuring tax return data flows accurately and efficiently from client intake through filing. The ideal candidate understands how information moves across platforms and takes responsibility for maintaining workflow visibility, data integrity, and process consistency in a deadline-driven environment. This is an onsite role located in our Sacramento office.

Requirements

2+ years administrative experience (CPA or professional services preferred)
Familiarity with tax processes, deadlines, and workflow systems preferred
Proficiency in Microsoft Office and Adobe Acrobat
Experience with Enterprise Resource Planning system preferred
Strong organizational, communication, and multitasking skills
High attention to detail and accuracy

Responsibilities

Oversee tax return workflow across systems (client portal, document management, tax software, e-file, enterprise resource planning)
Maintain accurate, real-time status tracking across all stages
Ensure data consistency and resolve workflow gaps
Support system improvements and new technology adoption
Coordinate receipt and tracking of client documents
Assemble tax returns for review and delivery
Process e-file authorizations (Forms 8879) and monitor filing status
Assist with extensions, documentation, and compliance
Communicate with clients regarding missing information and return status
Serve as a primary contact for client document submissions
Monitor departmental email inboxes and client portals
Assist clients with portals and e-signature tools
Support onboarding of new tax clients
Provide front desk support as needed (calls, visitors, mail, scheduling)