US Tax Coordinator

BeraDavi Solutions; Colombia; Remote; COP 222,795,000 - 286,451,000; Full time

Job summary

BeraDavi Solutions is seeking a highly organized US Tax Operations Coordinator to manage tax season workflows for our U.S.-based practice. This 100% remote role focuses on end-to-end processes from client intake to e-filing, with emphasis on accuracy and on-time delivery.

Work aligned to U.S. business hours; 3+ years of US tax operations experience and proficiency with Canopy, TaxDome, Karbon, and common tax software are required. Strong English skills are essential for client communications.

Qualifications

• 3+ years in U.S. tax operations or workflow management.
• Fluent English (C1/C2) with strong written and verbal skills.
• Strong knowledge of U.S. forms (1040, 1120/1120S, 1065) and related deadlines.
• Experience with Canopy, TaxDome, Karbon or similar practice software.
• Familiarity with Drake, Lacerte, ProConnect, UltraTax or CCH Axcess.

Responsibilities

• Oversee end-to-end tax workflow from intake to e-file.
• Manage client intake, document completeness, and form receipt.
• Coordinate e-file authorizations and extension tracking.
• Allocate work to preparers based on team capacity.
• Provide clear client updates and communications.
• Maintain accurate CRM data and document management.

Skills

Tax workflow management

Client intake management

E-file tracking

Team capacity allocation

Client communications

CRM hygiene

Education

Bachelor's degree in Accounting or related

Tools

Canopy

TaxDome

Karbon

Practice Engine

Drake

Lacerte

ProConnect

UltraTax

CCH Axcess

Job description

Are you a highly organized, proactive process manager with experience in U.S. tax operations, client coordination, and workflow tracking? We are looking for a US Tax Operations Coordinator to take ownership of our tax season workflows, client intake, e-file tracking, and operational efficiency for our U.S.-based tax practice!

In this role, you will act as the operational engine of our firm—ensuring tax packages move seamlessly from document intake to preparation, review, client approval, and successful e-filing.

WE'RE HIRING: US Tax Operations Coordinator (100% Remote - Colombia)

Schedule: Full-Time (Aligned to U.S. Business Hours / EST or PST)

Location: 100% Remote (Colombia)

Language: Fluent English (C1/C2 required)

Experience: 3+ years in U.S. Tax Operations, Tax Coordination, Practice Management, or Accounting Workflow Management

What You'll Do

• End-to-End Tax Workflow Management: Oversee the lifecycle of tax returns (Individual 1040, Business 1120/1120S/1065) inside our practice management system (Canopy, TaxDome, or Karbon), ensuring zero missed deadlines or bottlenecks.
• Client Intake & Document Completeness: Manage Provided-By-Client (PBC) document collection, review organizers for completeness, and ensure all required tax forms (W-2s, 1099s, K-1s, bank statements) are received before assigning files to preparers.
• E-Filing & Extension Tracking: Coordinate e-file authorizations (Form 8879s), track e-file acceptances/rejections with taxing authorities (IRS & State), and manage timely tax extension filings during peak deadlines (March 15, April 15, Sept 15, Oct 15).
• Team & Capacity Allocation: Assign incoming client files to tax preparers based on team bandwidth and monitor turnaround times to maintain firm SLAs.
• Client Communication & Status Updates: Manage escalated client inquiries, schedule review meetings, and provide clear, professional updates regarding return status and payment instructions.
• System & CRM Hygiene: Maintain accurate client database records, file structures, billing statuses, and communication logs in Google Workspace, RingCentral, and our tax software ecosystem.

What We're Looking For

• 3+ years of experience in tax office coordination, tax operations, or workflow management for a U.S. CPA firm, EA practice, or accounting BPO.
• C1/C2 English Level: Exceptional written and verbal communication skills with full confidence managing native U.S. English clients and team members.
• Solid U.S. Tax Season Awareness: Strong familiarity with U.S. tax forms (1040, 1120, 1120S, 1065, W-2, 1099, 8879), tax season milestones, extension rules, and intake requirements.
• Practice Management Software Mastery: Hands-on experience with tools such as Canopy, TaxDome, Karbon, or Practice Engine.
• Familiarity with Tax Prep Software: Exposure to platforms like Drake, Lacerte, ProConnect, UltraTax, or CCH Axcess.
• Exceptional Organizational Skills: High attention to detail, ability to prioritize under seasonal pressure, and proactive problem-solving mindset.

Bonus Points (Nice to Have)

• Prior hands-on tax preparation or basic bookkeeping experience (QuickBooks Online).
• Enrolled Agent (EA) candidate or basic knowledge of IRS Circular 230 guidelines.
• Experience utilizing AI tools (ChatGPT, Claude) to draft client communications, SOPs, and workflow summaries.

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