Tax Operations Coordinator

Position Summary / Objective
The Tax Operations Coordinator supports the Tax department with scheduling and client administrative tasks and activities. This role is intended to have some client facing interactions and is a minimal chargeable function.

Functions / Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• 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

Location - Mumbai (Goregaon)

Working Days - Monday to Friday

Timings - 12:00 noon-9:00 pm

About CSH
Our firm's mission is to better the lives of our clients, people, and communities. And we endeavor to fulfill it in a number of ways; by creating remarkable relationships with clients and co-workers; by maximizing our employees' career opportunities through coaching, mentoring, leadership training, and a wide range of learning and development opportunities; and by donating our time, talent, and funds to the communities where we live and work.

Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination.

Our employment objective is to select associates who meet high standards of personality, character, and occupational qualifications, who can carry on our work competently, have capacity for growth and will become a vital part of our organization.