Tax Admin Coordinator

This role supports a fast-paced professional services environment by managing administrative, client service, and workflow coordination tasks. The position plays a key role in keeping daily operations organized, supporting seasonal workloads, and ensuring a smooth experience for both clients and internal teams.

RESPONSIBILITIES

• Coordinate and track document workflows, including preparation, assembly, filing, and status monitoring.
• Serve as a primary point of contact for clients by requesting documentation, responding to inquiries, and providing updates.
• Prepare invoices, post payments, and assist with maintaining accurate billing records.
• Maintain and update internal databases while ensuring confidentiality and data accuracy.
• Scan, organize, and store digital and physical records in a consistent and searchable format.
• Provide general administrative and scheduling support to ensure smooth day-to-day operations.

QUALIFICATIONS

• Strong proficiency with Microsoft Office tools, particularly Excel, and PDF editing software.
• Excellent organizational, communication, and attention-to-detail skills.
• Comfort working in a deadline-driven, high-volume environment.
• Prior experience supporting accounting, tax, or professional services teams is preferred.
• Exposure to invoicing, accounts receivable/payable, or financial terminology is a plus.
• Associate’s or Bachelor’s degree preferred.

BENEFITS

• Opportunity to gain hands-on experience across multiple business functions.
• Supportive, team-oriented environment with visibility and impact.
• Competitive compensation based on experience.
• Health insurance eligibility after introductory period, with optional dental and vision coverage.
• Group life insurance and retirement plan with employer match.
• Paid time off plus opportunities for professional development.