Tax Office Document Coordinator

Tax Office Document Coordinator - Tax and Accounting Office

A small, local tax and accounting office; located in Hayward, CA for the past 20 years. A full service Tax and Accounting office that specializes in providing tax preparation, bookkeeping, payroll, and consulting services to individuals and businesses.

We are looking for an experienced Tax Office Document Coordinator to manage the flow of tax documents submitted by clients. This person is responsible for document gathering, client management, tax return preparation flow, and tax return assembly.

We are looking for a knowledgeable Tax Office Document Coordinator to onboard new tax clients, inform of the tax filing process, research tax refund status, provide copies of filed tax returns, manage the status of tax return completion and where clients stand in the queue, answer basic refund, payment, and filing questions, assemble tax returns, mail tax returns, and any / all administrative functions in the tax filing process.

This candidate is able to navigate in tax software and QuickBooks with ease, accuracy, and efficiency. They are good with numbers and can be trusted with sensitive information. They have great communication skills to interact with colleagues and executives.

Responsibilities

• Pull uploaded tax data from a secure portal
• Review submitted documents with clients to ensure all financial documents were submitted for tax preparation
• Use IRS and FTB search engines to research the status of taxpayer refunds
• Scan documents received by clients and store on the server
• Assemble tax returns, call for pick up, mail to clients
• Complete administrative tasks from tax clients
• Effectively and clearly communicate with taxpayers regarding their requests, questions, and process for filing
• Appointment-Setting and invoicing clients for paid consultations
• Social media management for greater client engagement
• Payment processing and assisting with collections
• Quarterly report filings & distribution of annual income tax documents

Cross-Training Opportunities

Tax Review Calls - Reviewing refund and tax results with clients

New Client Onboarding and Follow-Ups - Communicating service offerings and completing follow-ups with new and potential clients

Bookkeeping, Payroll, & Incorporation Services -General assistance, client relations and processing

Professional Skills

2+ years of experience working in a tax office, a MUST!

2+ years of tax preparation or tax data entry, a MUST!

3+ years of professional, small office experience

Proficient with specific software - QuickBooks

Proficient in Microsoft Office and Google Suite, required

Familiar with accounting fundamentals and tax processes

Trustworthy with attention to confidentiality

Outstanding organizational ability with great attention to detail

Excellent communication skills; must be able to speak and write English clearly and phonetically

High school diploma or equivalent; BS / BA in business, accounting or relevant field is a plus

Organizational Skills

Superior written and verbal communication skills

Strong prioritization skills

Strong attention to detail

Forward-thinking and problem solving

Must be able to work and find resolutions to obstacles, independently

TO APPLY Send resume, salary requirements, and schedule availability.

NO PHONE CALLS PLEASE! Looking to hire ASAP, so we will respond quickly!

This is NOT a remote position.

Job Type : Full-time

Benefits :

401(k)

401(k) matching

Flexible schedule

Health insurance

Paid time off

Experience :

Office Administrative : 3 years (Required)

Tax Office : 2 years (Required)

Work Location : In person

Compensation / Pay Rate (Up to) : $28.00 - $32.00