Tax Coordinator

Clearstead Advisors LLC•Norfolk, VA

3h•Onsite

About The Position

We are seeking a Tax Coordinator in the Private Client Group of our wealth management firm. The candidate will provide administrative support to the tax department, process deliverables, and assist with any special projects as needed.

Requirements

Ability to organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow through, and meeting deadlines are critical
Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook)
A willingness to learn tax related software systems
Strong client orientation
Excellent interpersonal and communication skills
Team player attitude
Problem solver mentality
Commitment to company values

Nice To Haves

Experience with a CPA firm is preferred but not required
Experience with processing individual, partnership and trust income tax returns is preferred but not required

Responsibilities

Be responsible for year-round processing of deliverables (tax returns, tax projections, net worth statements, special projects)
Assist with sending deliverables to clients
Prepare, print and mail engagement letters and tax organizers
Answer and direct phone calls
Greet visitors and delivery personnel
Provide administrative support to the tax department to promote efficiency and client satisfaction
Coordinate mailings, via USPS, UPS or FedEx
Ensure rooms are set up appropriately for office meetings
Communicate professionally with team members and clients
Organize, scan and file confidential client information including supporting documentation for the tax returns
Prepare Power of Attorney forms
Assist in maintaining databases
Work collaboratively with multiple departments and team members
Perform additional tasks as assigned