Tax Coordinator
On-siteNorfolk, Virginia, United States
EXPIREDNorfolk, Virginia, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Process year-round deliverables including tax returns, projections, and net worth statements while coordinating mailings via USPS, UPS, or FedEx. Prepare, print, and mail engagement letters and tax organizers; answer and direct phone calls; greet visitors and delivery personnel. Organize, scan, and file confidential client information and supporting documentation for tax returns. Prepare Power of Attorney forms and assist in maintaining databases. Ensure rooms are set up for office meetings and communicate professionally with team members and clients. Perform additional tasks as assigned.
Required Qualifications
- Ability to organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow through, and meeting deadlines are critical
- Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook
- A willingness to learn tax related software systems
- Strong client orientation
- Excellent interpersonal and communication skills
- Team player attitude
- Problem solver mentality
- Commitment to company values
Desired Qualifications
- Experience with a CPA firm is preferred but not required
- Experience with processing individual, partnership and trust income tax returns is preferred but not required
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