Tax Real Estate Coordinator

Armanino LLP • St. Louis, MO

17h • $32 - $44

About The Position

The Tax Real Estate Coordinator provides proactive executive and administrative support to the Real Estate Tax leadership team, initially prioritizing the lead partner and supporting additional leaders as business needs evolve. The coordinator learns the practice’s clients, priorities, deadlines, workflows, and leadership working styles to anticipate needs, manage commitments, and keep work moving.

The role also coordinates client service and tax-administration activities across partners, managers, staff, clients, and internal teams. Success requires exceptional organization, ownership, sound judgment, professional confidence, technological curiosity, and a willingness to grow into broader responsibility through training and experience.

Requirements

• Associate’s degree or equivalent relevant experience.
• Exceptional organization, attention to detail, persistence, ownership, and ability to create reliable systems across competing priorities.
• Strong verbal and written communication, sound judgment, discretion, and confidence or demonstrated potential to manage upward with senior leaders.
• Proficiency with Microsoft 365 and digital productivity tools, with adaptability and interest in using approved AI and automation tools responsibly.
• Ability to work independently and collaboratively in a fast-paced client-service environment, learn business processes quickly, and follow matters through completion.

Nice To Haves

• Experience in executive support, client service, professional services, project coordination, accounting, or financial services.
• Familiarity with tax administration, recurring filing and payment deadlines, or Real Estate Tax workflows.
• Experience with CaseWare, SafeSend, secure document-sharing platforms, client onboarding systems, or similar professional-services technology.
• A motivated, high-potential profile with strong initiative, curiosity, learning agility, and readiness to grow into broader responsibility.

Responsibilities

• Provide proactive executive and administrative support to the lead partner and additional Real Estate Tax leaders as business needs evolve.
• Own and prioritize complex calendars, commitments, deadlines, and follow-ups; identify conflicts, protect focus time, and ensure agreed actions are completed.
• Manage upward with tact and confidence by prompting partners for decisions, flagging competing priorities, appropriately challenging unrealistic timelines, and holding leaders accountable for commitments.
• Prepare leaders for meetings by coordinating agendas and materials, capturing next steps, and tracking completion through closeout.
• Coordinate business travel, expense reports, occasional personal scheduling that affects professional commitments, and authorized team-related purchases in accordance with firm policies and approval controls.
• Build trusted relationships with partners, managers, staff, clients, and internal teams—including Billing, Client Delivery, Finance, Growth Enablement, Onboarding, and Resource Management—to anticipate needs and move work forward.
• Learn Real Estate Tax clients, recurring deadlines, engagement workflows, and service expectations; escalate technical tax matters to qualified professionals.
• Serve as a proactive client-facing contact for tax administration, including timely responses, information requests, deadline reminders, meeting recaps, and follow-through on outstanding items.
• Coordinate new-client onboarding, engagement letters, e-file authorizations, secure delivery of returns and filing packages, and confirmation of required signatures and client receipt.
• Maintain accurate, organized client records and correspondence, including CaseWare binders, tax notices, financial documentation, and approved secure-file-sharing systems.
• Coordinate invoice inquiries, billing follow-ups, payment status, and approved tax-payment communications; follow documented authorization, verification, security, and escalation procedures.
• Assist clients with approved online tax-payment portals and coordinate with authorized banking or financial contacts without independently determining tax amounts or initiating unauthorized payments.
• Prepare routine correspondence and reports, update client databases, and draft nontechnical letters with careful attention to accuracy, spelling, grammar, and confidentiality.
• Use Microsoft 365, approved AI tools, automation, and other technology to organize information, summarize follow-ups, streamline routine work, and recommend practical process improvements while protecting confidential information.
• Take increasing ownership of schedules, workflows, and outcomes as training progresses, adapting support as the practice and role grow.

Benefits

• Medical, dental, and vision coverage.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.
• Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree