Job Title: Tax Coordinator
Reports To: Tax Director
FLSA Status: Non Exempt
Department: Business Management
Your Role: The Tax team in Encino is hiring the next Tax Coordinator to join our client's dynamic group of tax professionals. The ideal candidate is a confident and professional communicator, with exceptional time management and organizational skills. You are interpersonal and believe in developing and maintaining a professional relationship with colleagues; all while performing the following duties:
What will you do?
- Assemble and file tax returns, forms, and related tax payments.
- Process tax organizers and roll over annual CCH Axcess tax returns.
- Distribute department client mail.
- Work overtime hours as needed.
- Monitor department due dates.
- Maintain department WIPs.
- Executive Assistant to Tax Partner/Senior Tax Management
- Process client onboarding and exits.
- Coordinate tax season meals.
- Track miscellaneous deadlines.
- Coordinate client signature requests with other departments.
- Process POAs.
- Request IRS and State transcripts.
- Other related duties as assigned.
What Do you Need to Succeed:
- 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