Tax Production Operations Coordinator

REDW LLC•Albuquerque, NM

2d•Remote

About The Position

The Tax Production Operations Coordinator ensures the accurate and timely preparation and assembly of client deliverables. This role is vital in supporting client-facing professionals by maintaining strong organizational and communication skills amidst balancing various tasks and meeting critical deadlines.

Requirements

High School Diploma/GED required, some college preferred.
1-3 years of relevant experience; prior professional services environments preferred.
Availability for overtime as needed during busy season.
Willingness to travel approximately <5%.

Nice To Haves

Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
A strong focus on detail and a commitment to delivering precise work swiftly.
A firm dedication to providing exceptional client service.
Robust organizational capabilities, with the skill to effectively manage and prioritize assignments and deadlines in a dynamic setting.
Excellent verbal and written communication talents.
Analytical and problem-solving abilities to navigate complex scenarios.
Discretion in managing confidential information and sensitive situations.
Availability for overtime hours as needed, particularly during busy season.

Responsibilities

Effectively process client deliverables including tax returns, extensions, and responses to notices by adhering to strict quality control standards to guarantee accuracy and promptness.
Actively communicate project deadlines and status updates, managing workflow and client expectations with precision.
Anticipate the needs of internal clients, providing diligent follow-through and planning ahead to meet upcoming deliverable deadlines.
Offer alternative solutions when challenges arise with client issues, ensuring continuous service and satisfaction.
Maintain and monitor schedules tracking due dates, ensuring all timeframes and deadlines are accurately managed and adhered to.
Assist with rolling of binders, maintaining compliance with the firm's quality control standards, as well as setting up new client information.
Contribute to the distribution and processing of tax organizers and the scanning of client data, as necessary.
Engage in additional duties and participate in special projects as directed by the Practice Operations Leader.