Administrative Coordinator - Advisory & Tax Dept.

Job Summary Provides a broad range of administrative and tactical support for the Advisory and Tax department including administration of projects, assists in the execution of client management, quality control, and job workflow. Responsibilities Engagement letters: create client lists, mail merge, send via DocuSign, and follow up on signatures. Consent form management (7216 Marketing, 7216 RFG, 3rd party release forms, offshore). New client setup and closing out clients in systems (GFR, Axcess, TaxCaddy, Suralink). Manage TaxCaddy tasks (document sorting, user setup, sending requests). Manage client communication regarding estimates, extensions, and notices (mail/email clients and certified mailing). Initiate and maintain effective communication with clients, ensuring timely flow of data, reminders for meetings, deadlines, and deliverables. Coordinate tax return processing events such as creating organizers, sending estimate reminders, and communicating extension filing deadlines. Foster positive relationships with clients and associates by addressing inquiries and concerns promptly. Ensure accurate filing of extensions and estimates to GFR. Oversee e‑file status, handle rejections, and manage Power of Attorney processing. Facilitate and coordinate Federal/State notices and responses, ensuring timeliness and correctness. Maintain tracking for 1099 processing and PPT tax returns. Create and compare reports for tax returns and batch management (1040, 1065, 1120S, etc.). Track and manage tax return processes (paper, SafeSend, SFT), and monitor due dates and workflows in GFR. Oversee batch extension processing, organizer creation and delivery (both PDF and physical). Assist with CCH Scanning and AutoFlow. Skills & Abilities Proficient in Microsoft Office suite, including Outlook, Excel, and tax‑specific software for project management and scheduling. Articulate in speech; communicates in a clear, fact‑based manner. Ask concise, targeted questions to fulfill objectives and task completion. Ensure associates and supervisors are informed of progress and significant project developments. Handle communications and information professionally, addressing issues that require discretion or confidentiality. Prioritize work and manage time to meet timelines and firm expectations. Demonstrate critical thinking, sound judgment, and ethical behavior in accordance with professional standards. Demonstrate strong attention to detail, proactively seek opportunities to learn, and consistently bring innovative ideas to the table. Demonstrate professional image, maturity, self‑confidence, and a positive attitude. Education Associate's degree, paralegal, and/or equivalent work experience. Benefits Benefits focused on physical and mental health, paid time off for volunteering and diversity‑related activities, flexible work arrangements, and more. Equal Opportunity Employer Rehmann is an Equal Opportunity Employer. #J-18808-Ljbffr Rehmann Robson LLC