Tax Coordinator
$80,000–$100,000 year
On-site · Encino, California, United States
Job Summary
Tax Coordinator role in Encino supporting the Tax team. Responsibilities include assembling and filing tax returns, processing tax organizers and rollover of annual CCH Axcess tax returns, distributing department client mail, monitoring due dates, maintaining WIPs, coordinating client onboarding/exits, coordinating tax-season meals, tracking deadlines, coordinating client signature requests with other departments, processing POAs, requesting IRS and State transcripts, and other related duties. Required skills include proficiency with Word, Excel, Outlook; strong verbal and written communication; excellent organization, attention to detail, multitasking and problem-solving abilities; exceptional interpersonal skills; and a collaborative, team-oriented mindset.
Required Qualifications
- 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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