Tax Team Coordinator

Job Description

Job Description

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, listed below, 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.

Responsibilities will include but are not limited to:

• 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.

• The hourly rate for this role is $25.00.