Administrative Coordinator

Reid CPAs, LLP.; Town of Woodbury (NY); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Company-Paid Life and Disability Insurance

401(k) Plan with Contributions

Professional Development Opportunities

Job summary

Reid CPAs, LLP. is looking for a highly detail-oriented Tax Collator to join their growing team in Woodbury, NY. The role involves assembling, reviewing, and finalizing tax return packages, managing workflows, and supporting administrative tasks related to tax processing.

Ideal candidates should have strong organizational skills, proficiency in Microsoft Office, and 1-3 years of relevant experience, with a competitive salary starting at $55–65K annually. Benefits include health insurance and a 401(k) plan.

Qualifications

• 1-3 years of administrative or office experience, preferably in public accounting.
• Familiarity with tax documents and terminology.
• Ability to manage multiple deadlines in a fast-paced environment.

Responsibilities

• Assemble and collate completed tax returns.
• Organize supporting documentation.
• Prepare tax return packages for delivery.

Skills

Attention to Detail

Organizational Skills

Communication Skills

Teamwork Skills

Education

High school diploma

Associate’s degree

Bachelor’s degree

Tools

Microsoft Office

CCH Document Management System

SafeSend

Job description

Effective June 12, 2026: our 462 Seventh Ave & 12 West 32nd St offices are relocating to 800 Third Ave, Ste 300, New York, NY 10022

We strive to create a dynamic work environment.

Reid Accountants + Advisors,is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.

Key Objectives:

• Assemble and collate completed tax returns, including federal, state, and local filings
• Organize supporting documentation (e.g., K-1s, W-2s, 1099s, financial statements) in accordance with firm standards
• Prepare tax return packages for client delivery (paper and/or electronic via portals such as SafeSend)
• Review deliverables for completeness, accuracy, and proper formatting prior to finalization
• Assist with e‑filling processes, including uploading returns and monitoring submission status
• Coordinate signature requests and track receipt of signed documents
• Maintain and update document management systems (e.g., CCH Document, GoFileRoom)
• Communicate with tax team members regarding missing information or corrections
• Support extension processing and deadline tracking during busy seasons
• Assist with administrative tax processes, including scanning, filing, and data organization
• Ensure all work complies with firm procedures, quality standards, and confidentiality requirements

Requirements:

• High school diploma required; Associate’s or Bachelor’s degree preferred
• 1–3 years of administrative or office experience (public accounting experience preferred)
• Familiarity with tax documents and basic tax terminology is a plus
• Experience with document management systems or tax software (e.g., CCH, SafeSend) preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple deadlines in a fast‑paced environment
• Proficiency in Microsoft Office (especially Outlook and Excel)
• Strong communication and teamwork skills

Core Competencies

• Attention to Detail and Accuracy
• Organization and Time Management
• Accountability and Ownership
• Adaptability During Busy Seasons

Work Environment & Expectations

• Ability to work extended hours, including evenings and Saturdays, during peak tax seasons
• Hybrid or in‑office work environment depending on firm policy
• Role requires handling sensitive client data with strict confidentiality

Reporting Structure

• Reports to: Tax Operations Supervisor
• Works closely with: Tax Preparers, Reviewers, and Administrative Support Team

Job Type: Full‑time
Schedule: Monday – Friday, 9:00AM – 5:30PM
Work Location: In person
Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)
This position operates as part of a US East Coast‑based team, with typical working hours aligning with EST to facilitate effective collaboration.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $55–65K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company‑Paid Life and Long‑Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short‑term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Application Instructions:

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.