Title: Tax Coordinator

Location: Westwood, CA

Pay: $35 - $43 p/h

Industry: CPA/Business Management firm

Temp to Perm

Job Summary: This role will be responsible for assembling tax returns with all related attachments without error, have knowledge of e-filing as well as strong knowledge of U.S due dates and standard form filings. Coordinators will be asked to perform all EA functions.

Duties and Responsibilities: 

·       E-File tax returns, forms, and all related reports, tax payments and documentation. Monitor rejections

·       Generate reports to accurately maintain the released database as well as pending tax returns that are ready to be released

·       Assist with tax configuration/defaults

·       Process client onboarding and exits

·       Prioritize and organize all tax returns submitted for processing to ensure timely completion.

·       E‐File operations maintenance

·       Create and manage due dates and projects in CCH Axcess Workflow (FKA XCM)

·       Process tax documents uploaded to SafeSend

·       Coordinate assembly workflow and process

·       Timely coordination of the delivery of assembled tax returns to clients

·       Serve as liaison with Senior Management/Partners to address tax packages/returns

·       Draft professional correspondence (as needed)

·       Assist with tracking notices, audits, and amended returns 

·       Provide administrative support as needed, such as coordinating meetings, travel, etc. for Tax Partners

·       Assist with sorting and distributing mail in office

·       Ad hoc tasks and projects as needed by leadership

Qualifications: to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills:

·       Competency in Microsoft applications including Word, Excel and Outlook.

·       Self-motivated with excellent organization skills

·       Strong verbal and written communication skills a must

·       Attention to detail and ability to multi-task is an asset

·       Strong organizational and problem-solving skills

·       Exceptional interpersonal skills

·       Friendly and professional demeanor

·       Ability to work well with a team and pitch in when needed

 Education and Experience Requirements:

·       High School Diploma