Tax Practice Coordinator

Geffen Mesher & Company PC•Portland, OR

17h•$95,000 - $110,000•Hybrid

About The Position

This Practice Coordinator role serves as a trusted advisor and strategic support partner to our Tax Department, Tax Chair, and Tax Shareholders. Responsible for driving firmwide priorities within the department, coordinating cross-functional initiatives, and ensuring operational alignment across the organization. Acting as the connective tissue between leadership, professionals, and support functions, this role owns the operational infrastructure that keeps the practice running smoothly — from software administration and data integrity to meeting preparation and training coordination — enabling department leadership to focus on people management, client service, and revenue generation. This role requires strong attention to detail, proactive planning, curiosity about systems and processes, and the ability to think critically and connect information across the firm. It also demands comfort with ambiguity, a customer-focused mindset, and strong interpersonal, listening, and relationship-building skills. Effective organization, planning, and collaboration are essential, along with the ability to manage multiple priorities and work constructively with peers to achieve shared goals.

Requirements

Education: Bachelor’s degree, or equivalent work experience.
Experience: 5+ years of progressive experience in professional services, consulting, or public accounting, with exposure to firm operations and leadership.
Project Coordination: Demonstrated ability to coordinate complex projects and initiatives across multiple departments.
Interpersonal Skills: Exceptional and responsive communication, relationship-building, and organizational skills with a proven track record of being proactive, and adaptable.
Business Acumen: Strong business acumen and strategic thinking, with an ability to solve problems and translate vision into execution.
Discretion: Comfortable working with confidential and sensitive information at the highest level of discretion.
Software: Familiarity with tax preparing software, Power BI, Office 365, data visualization and presentation technologies, and adaptable to emerging technologies.

Responsibilities

Providing ownership and coordination of the department chair’s returns
Maintaining the department's Power BI workspace
Preparing department update reports for management meetings and agendas
Monitoring software renewals
Assisting with coordination of trainings, and new hire onboarding
Tracking CPE license renewals
Directly support Team Leads in executing tactical and strategic plans and contributing to the long-term vision of the firm.
Proactively prepare presentations, reports, and data-driven insights, and facilitate executive meetings including agenda-setting, follow-ups, and action item tracking.
Anticipate challenges before they reach leadership's desk and represent the Service Line Lead in selected meetings while keeping decisions and initiatives moving forward.
Serve as a steady, organized presence as new policies and procedures are adopted across the firm.
Communicate with diplomacy and tact at every level of the organization, listening carefully and ensuring the right people have the right information at the right time.
Serve as a liaison between leadership and key stakeholders — partners, managers, staff, and external parties — approaching every interaction with the customer in mind and a commitment to meeting the expectations of those you support.
Partner with internal stakeholders including IT, subject matter experts, and the Transformation Director to evaluate, renew, set up, and administer software systems to ensure optimal functionality and compliance.
Assist in developing implementation and adoption plans and coordinate training needs across the team.
Design and implement data visualization tools and derive insights from diverse datasets to support data-informed decision-making.
Translate reporting into functional solutions by connecting data across the firm with critical thinking and attention to detail.
Maintain data integrity through regular auditing, validation, and investigation of reliability issues.
Oversee special projects and monitor progress toward established goals, staying effective and decisive even when the full picture isn't available.
Comfortable operating in a dynamic environment where priorities shift and ambiguity is part of the job.

Benefits

401k with a 3% employer contribution
Discretionary profit sharing of up to 4.5% annually
Medical, dental, and vision insurance. We cover 100% of the individual medical premium!
Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
Hybrid work options and flexible working hours in the summer
Parking and Transit Reimbursement
Flexible Spending Accounts
On-site gym and locker room
Incentive plan for sales leads
Generous Employee Referral Program