The Tax Coordinator plays a critical role in the success of our tax team by coordinating the collection, organization, and routing of client-provided data. This role includes regular interaction with clients to facilitate document submission, respond to routine inquiries regarding intake status and deadlines, and proactively manage follow-up on outstanding client action items. While this position does not involve tax return preparation or providing tax advice, it plays a critical role in supporting efficient, timely and well-coordinated tax engagements. 

Tasks and Responsibilities:

Receive and organize client tax documents across multiple intake tools and platforms
Review files for completeness before delivery to the appropriate internal team
Identify missing, incomplete, or unclear items and assist with follow-up or escalate as appropriate
Maintain organized document flow and status tracking
Scan, save, and name files consistently 
Assist with e-filing confirmations and related post-filing communications
Assist with final return packaging
Maintain accurate and up to date client records in tax software and CRM platforms
Coordinate with the Administrative and Tax teams to improve communication and workflow

Qualifications:


Comfortable using business management software and collaboration tools such as MS Outlook and Teams, Excel, TaxDome, etc
Strong organizational skills and multitasking abilities
Excellent written and verbal communication skills
Prior experience in an administrative or client facing role
Comfortable with structured processes and checklists
Familiarity with common tax forms, terminology, and deadlines preferred
High level of discretion and confidentiality

Hours: Part-time schedule available outside of tax season; full-time required during tax season

Benefits:


Health, dental, and vision insurance
Retirement savings contributions
Paid time off and holidays

To apply, please submit your resume highlighting your qualifications to office@hjhcpa.biz. Please use "Your Name: Tax Coordinator" as the subject line of your email. We will review the resumes on an ongoing basis and contact candidates for interviews.