Administrative Coordinator

Tax Collator Job Description

Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.

Key Responsibilities

• Assemble and collate completed tax returns, including federal, state, and local filings
• Organize supporting documentation (e.g., K-1s, W-2s, 1099s, financial statements) in accordance with firm standards
• Prepare tax return packages for client delivery (paper and/or electronic via portals such as SafeSend)
• Review deliverables for completeness, accuracy, and proper formatting prior to finalization
• Assist with e-filing processes, including uploading returns and monitoring submission status
• Coordinate signature requests and track receipt of signed documents
• Maintain and update document management systems (e.g., CCH Document, GoFileRoom)
• Communicate with tax team members regarding missing information or corrections
• Support extension processing and deadline tracking during busy seasons
• Assist with administrative tax processes, including scanning, filing, and data organization
• Ensure all work complies with firm procedures, quality standards, and confidentiality requirements

Qualifications

• High school diploma required; Associate's or Bachelor's degree preferred
• 13 years of administrative or office experience (public accounting experience preferred)
• Familiarity with tax documents and basic tax terminology is a plus
• Experience with document management systems or tax software (e.g., CCH, SafeSend) preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple deadlines in a fast-paced environment
• Proficiency in Microsoft Office (especially Outlook and Excel)
• Strong communication and teamwork skills

Core Competencies

• Attention to Detail and Accuracy
• Organization and Time Management
• Accountability and Ownership
• Team Collaboration
• Adaptability During Busy Seasons

Work Environment & Expectations

• Ability to work extended hours, including evenings and Saturdays, during peak tax seasons
• Hybrid or in-office work environment depending on firm policy
• Role requires handling sensitive client data with strict confidentiality

Reporting Structure

• Reports to: Tax Operations Supervisor
• Works closely with: Tax Preparers, Reviewers, and Administrative Support Team

Job Type: Full-time

Schedule: Monday Friday, 9:00AM 5:30PM

Work Location: In person

Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $55-65K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!