Tax Coordinator

Consultative Search Group Encino , CA 91316

Posted 1 week ago

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
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