Client Tax Coordinator

**Job Summary**:
The (Client Tax Coordinator) will work with internal teams to ensure all documentation is received before tax returns are prepared by our Associates among other responsibilities listed below. This role requires the ability to understand and interpret high-level financial and tax-related documents submitted by clients. Our (Client Tax Coordinator) will work closely with our Tax Associates and teams of Client Tax Coordinators to support the onboarding of new clients and updates in the tax return deadline calendar to provide top-tier service to our clients.

**Responsibilities**:

- Collect tax and bookkeeping documents, organizers, and signed client statements throughout the year. Review uploaded documents to ensure everything is received and organized for our team. Utilizing a few different systems.
- Ability to interpret high-level financial documents and recognize whether they are in compliance with IRS requirements for documentation.
- Assign work to our internal teams, in collaboration with the team supervisors.
- Coordinate internally e-file authorization forms collection and filing instructions including paper-filed returns or payment vouchers.
- Handle e-file acceptance and rejections. Work closely with the tax team to resolve rejections. Organize additional client documents to move to acceptance.
- Support internal team with onboarding process to stay in compliance with tax deadlines.
- Support internal team with communications to complete client fulfillment of services.
- Keep Salesforce client accounts up to date with various activities and tasks.
- Write professional communications to our client-facing team to keep clients up to date.
- Work with bookkeeping team to ensure documents are delivered on-time to complete tax returns.
- Assist with invoicing duties and collection process related to services for our clients.
- Manage on-line scheduling request process.
- Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures.

**Job Duties**:

- Point of contact for internal team with tax-related services for our clients
- Respond to all correspondence within 1 business day.
- Assisting on the phone as needed with our client-facing team.
- Documenting receipt of signed client documents
- Utilize the resources and knowledge of each of our professionals in their respective departments.
- All other duties that may be assigned from time to time by management.

**Qualifications**:

- Bachelor’s Degree in a relevant tax education required
- Minimum 4 years of experience in a customer services environment
- Thrives in a fast-paced work environment.
- Possess critical thinking and analytical skills.
- Ability to coordinate with multiple departments for various client needs and requests. Team collaboration a must.
- Strong professional verbal and written communication skills in Business English.
- A high degree of accuracy and attention to detail with complex matters.
- Works well under deadlines.
- Knowledge of all G Suite, Word, and Excel.
- Experience using a client management system is required. Ideally, Salesforce CRM experience is preferred
- Ability to establish rapport with our team and work cross-functionally to deliver an exceptional client experience.
- Ability to prioritize work and complete duties accurately and timely.
- Ability to work independently with a sense of urgency.
- Familiarity with personal and business financial documents for clients
- Previous experience in a tax firm is preferred
- A/R, Invoicing and CCH experience a plus