Tax and Operations Coordinator
About The Position
We are seeking a highly organized and proactive Tax and Operations Coordinator to support the day-to-day operations of our tax practice while helping deliver a seamless and professional experience for our clients. In this role, you will serve as a key operational partner to our tax professionals, working closely with the tax department head and team members to help manage workflows, track project progress, and support communication with clients. Your work will play an important role in ensuring tax enagements move efficiently from intake through completion. This position blends tax operations coordination, client service, and administrative support, making it an ideal opportunity for someone who enjoys working in a fast-paced professional services environment and wants to play a central role in supporting a high-performing tax team.
Requirements
- Strong organizational and time management skills
- Excellent written and verbal communication
- Attention to detail and ability to manage multiple priorities
- Proficiency with Microsoft Office and business software tools
- Comfort working with tax software or document management systems
- A collaborative, service-oriented mindset
- Professionalism when interacting with clients and leadership
Nice To Haves
- The ideal candidate will bring experience in tax administration, professional services coordination, or office operations, preferably within a public accounting or financial services environment.
Responsibilities
- Support the overall workflow and organization of the tax department to help ensure projects stay on track and deadlines are met.
- Assisting with tax engagement workflow coordination and project tracking
- Supporting communication between tax professionals, administrators, and clients
- Monitoring the tax administration inbox and ensuring inquiries are routed and addressed promptly
- Assisting with client onboarding and offboarding processes
- Supporting client database updates and engagement records
- Helping investigate issues such as rejected e-filings or extensions and coordinating follow up as needed
- Generating reports related to tax deadlines and project status
- Assist tax leadership with financial visibility into engagements and client accounts.
- Preparing Work in Progress (WIP) reports, including monitoring balances over 90 days
- Supporting Accounts Receivable tracking, including maintaining status updates on balances over 60 days
- Entering and tracking billable expenses related to client engagements
- Supporting partners with expense reporting and engagement financial tracking
- Support internal tracking tools and processes that help the tax team operate efficiently.
- Maintaining the weekly utilization tracker for the team
- Assisting with client inactivation and engagement status tracking
- Supporting operational projects and administrative initiatives within the tax practice
- Support initiatives that strengthen team culture and community engagement.
- Coordinating team events and registrations
- Preparing or organizing materials for internal or external events
- Assisting with community sponsorship participation and guest attendance
- Provide administrative and logistical support to partners and leadership to help keep operations running smoothly.
- Supporting special projects and administrative initiatives
- Assisting with event coordination and communication
- Managing office supply needs, including event materials and shared office items
- Supporting conference room setup and meeting logistics
- Coordinating building maintenance or facility needs as they arise
Benefits
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
- Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
