Tax Team Coordinator

DOZ•Carmel, IN

1d•Onsite

About The Position

This position provides administrative and accounting support to a team of tax accountants. Working with professional staff, administrative team members, and clients at times, this position requires a high degree of professionalism. Tax Team Coordinators are responsible for a variety of support tasks, but responsibilities can vary based on time of year, willingness/ability to learn new concepts and specific team needs. A successful Tax Team Coordinator will have a positive, service driven attitude, is capable of multi-tasking, problem solving, staying organized and keeping others organized. This position is fast paced, requiring both the ability to work independently with limited supervision and cooperatively with all levels and team members, at times being the point person between them all. Candidates should be dependable, approachable, and reliable team members.

Requirements

High degree of professionalism
Positive, service driven attitude
Capable of multi-tasking
Problem solving skills
Ability to stay organized and keep others organized
Ability to work independently with limited supervision
Ability to work cooperatively with all levels and team members
Dependable
Approachable
Reliable team member

Responsibilities

New client engagement including practice setup
Team client engagement letter preparation
Practice client management including: Engagement letter status updates, due dates, budgets, client/project information
General administrative requests directed by team members
General client/team management such as schedule or due date management
IRS Notice response preparation
Team member directed planning, interim or year-end tasks
Management of the tax return delivery process for client/team
Maintaining smartsheets for client/team
Rolling forward each year
Maintaining target date accuracy
General maintenance and organization
Assume additional general administrative requests as requested.