Tax Operations Coordinator

Position Summary / Objective

Functions / Responsibilities

• Set-up and administrative support/management of the firm’s tax workflow software
• Monitor outstanding workpapers, engagement letters, and e-sign authorizations and follow up with clients as necessary, in collaboration with administrative teams
• Collaborate with management to ensure timely updates on client readiness and evolving staffing needs throughout the year
• Monitor tax scheduling pools and assign work as necessary
• Confirm return complexity levels and update systems as appropriate
• Manage engagement statuses in the firm’s workflow management and scheduling systems
• Collaborate with Operation Specialists with scheduling reassignment needs
• Participate in team meetings fostering a firmwide scheduling approach
• Partner with Job Administrator role to maintain data in PE and CCH Workflow for scheduling and job set up purposes.
• Move/create/manage PE jobs / Workflow tasks
• Ensure all appropriate jobs are in PE and tasks are in CCH Workflow
• Ensure data is properly populated (period end date, start date, budget, complexity, due dates, deliverables)
• Create and maintain client deliverables with appropriate due dates (including any extension dates) in CCH Workflow
• Monitor internal systems (PE and Workflow) are accurately updated to reflect current employee staffing, ensuring all job assignments, changes, and departures are properly recorded
  

Requirements / Competencies

• Graduate degree
• Professional demeanor with a proactive and dedicated work ethic
• Strong time management skills with the ability to independently manage multiple projects and deadlines as assigned
• High attention to detail
• Exceptional analytical skills with the ability to leverage a wide variety of data and related tools to improve the efficiency of the organization
• Solid relationship management skills with the ability to assume increasing responsibilities in a rapidly changing environment
• Excellent customer service skills and positive attitude
• Excellent interpersonal, written, and oral communication skills
• Ability to work within a flexible work environment
• Self-starter, high initiative, resourceful
• Ability to work independently, share knowledge, and work in a strong team orientated environment
• Demonstrates dependability and sense of urgency
• Tech savvy – proficient in data entry and Microsoft Office, especially Excel
  

About CSH