Tax Workflow Administrator

SMG Accountants, Bookkeepers and Advisors•Town of Islip, NY

77d•$70,000 - $90,000•Onsite

About The Position

We are seeking an experienced and dynamic Tax Workflow Administrator to coordinate and manage the firm's income tax compliance workflow-from client onboarding through preparation, review, delivery, and filing. This individual will become an expert in the firm's tax workflow, systems, and deadlines. The position serves as the central point of coordination among tax professionals, administrative staff, and management to balance workloads, identify bottlenecks, and keep tax engagements moving efficiently. This is primarily a workflow-management and coordination position, not a tax preparation role. However, the successful candidate must develop a strong working knowledge of income tax compliance processes, deadlines, and the operational needs of the tax department.

Requirements

Bachelor's degree in accounting, Finance, or related field required.
Accounting-firm or tax-department experience is preferred.
Experience in workflow coordination, project management, administration, or professional services is preferred.
Strong organizational, scheduling, and follow-up skills.
Ability to manage a high volume of engagements and competing deadlines.
Clear and professional written and verbal communication skills.
Strong attention to detail and commitment to maintaining accurate information.
Comfortable following up with team members and reinforcing deadlines.
Proficiency with workflow management systems, Microsoft Excel, Outlook, and similar business software.
Ability to handle confidential client and tax information appropriately.

Nice To Haves

Organization and time management
Ownership and follow-through
Proactive communication & responsiveness
Accountability
Problem-solving
Attention to detail
Adaptability
Team collaboration

Responsibilities

Manage and monitor the firmwide tax return schedule from onboarding through filing.
Schedule newly onboarded clients and recurring tax engagements.
Coordinate preparation, review, delivery, extension, and filing deadlines.
Assign and balance work based on team capacity, experience, and engagement complexity.
Maintain accurate assignments, deadlines, priorities, and statuses in the workflow system.
Lead weekly tax scheduling meetings and track resulting action items.
Meet regularly with tax management to review capacity, priorities, and workflow concerns.
Identify stalled engagements and work with the appropriate team members to resolve bottlenecks.
Communicate scheduling changes, priorities, and deadline risks to the tax team.
Coordinate follow-up for missing client information, approvals, and electronic signatures.
Prepare workflow and capacity reports for tax management.
Promote consistent use of the firm's workflow procedures and systems.
Assist with tax-season planning and ongoing process improvements.

Benefits

Near-100% Employer-Paid Medical Premiums: Outstanding medical insurance coverage for team members with dental and vision options.
401(k) Retirement Plan: Future-focused retirement savings plan featuring direct employer matching.
Ancillary Insurance Options: Flexible additional coverage choices tailored to your personal needs.
Immediate PTO Accrual: Paid time off hours begin building from day one, allowing you to recharge and maintain work-life balance.
8 Company-Paid Holidays: Designated paid time off to celebrate major holidays throughout the year.
Summer Hours Program: Enjoy half-day Fridays during the summer months to offset the long hours worked during tax season.
Tax Season Meals: Enjoy complimentary, company-paid meals provided directly to the team during the busy tax season.
Summer Lunch-and-Learns: Company-paid educational lunch sessions designed to collaborate and identify operational areas of improvement.
Onsite Continuing Education: Paid professional training opportunities funded entirely by the firm to enhance your technical skills.
Casual Dress Code: Come as you are! We embrace a relaxed workplace dress code-just ensure your attire remains appropriate for an office setting.
Structured Mentor Program: Direct pairing with experienced leaders to support your long-term professional development and growth.
Employee Volunteer Program: Earn additional paid time off specifically for community involvement and service.
Engaging Team-Building Events: Regular firm-sponsored outings and collaborative social events to foster a positive work environment.