Tax Coordinator

We’re eager to find a Tax Coordinator who enjoys connecting with people, knows being detail-oriented is one of their strengths, and has excellent time management skills when juggling multiple competing priorities. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the firm, and yourself. Who Are We? CPA Collective is a boutique, full-service tax and accounting firm led by a Tax Attorney and CPAs, offering integrated tax advisory, accounting, and legal services. We specialize in tax advisory, tax resolution, accounting, payroll, and sales tax services, and we serve a discerning, high-end clientele. Our team delivers a comprehensive, high-touch experience and values precision, professionalism, and collaboration. Responsibilities Tax Coordinators will serve as a liaison between the client and their tax team. Please note: Tax Coordinators do not prepare financial statements or tax returns, but assist with the following duties: Identify and gather documents required for income tax return preparation. Follow up with clients on a consistent basis regarding pending documents and the status of their accounts via phone, text, and email. Communicate with clients via phone, text, and email on a consistent basis regarding updates and deadlines. Communicate with clients via phone, text, and email to gather necessary information and address any tax-related inquiries. Respond in a timely manner to client inquiries and requests. Maintain electronic client files, tracking the receipt of documents and any remaining necessary information. Ensure proper and timely follow-up regarding client issues. Schedule appointments, ensuring all parties are informed of and kept aware of any updates. Coordination with the Tax Supervisor on project and client status. Assist with filing extensions. This job description is not exhaustive, and duties and responsibilities may change or be added as needed. Job Requirements Law, Tax, or Accounting firm experience, preferred. The skill to switch back and forth between tasks based on their importance and urgency. Basic computer skills such as keyboarding and professional email etiquette. Proficient with Microsoft Office Suite or related software, including Adobe, with the ability to quickly learn the organization’s software systems. A team player who works hard to achieve good results in the tasks they have been given. A positive attitude and customer service mindset with a strong work ethic. Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up. Outstanding verbal and written communication skills Excellent organizational skills with the skill to prioritize tasks efficiently. Ability to accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small. Capacity to act with integrity, professionalism, and confidentiality. Capability to function in a fast-paced environment. Comfortable with a lot of client interaction Receives enjoyment from problem solving and working through issues with clients and team members. Adaptable and a team player when priorities shift, or unexpected challenges arise. Coachable mindset and student mentality. Satisfactory background and reference checks including employment verification. Benefits & Compensation A collaborative, team-based work environment where we work together to make a meaningful impact for our clients Opportunities for professional growth and career development A benefits package is available to supporting your overall well-being, including medical, dental, and vision (for eligible employees) Paid time off (PTO), paid holidays, and a 401(k) with employer match (when eligible) A competitive salary based on skills, experience, and education $24-$31, with overtime pay Pay: $50,000.00 - $65,000.00 per year Benefits: 401(k) 401(k) matching Health insurance Paid time off Work Location: In person