Administrative Coordinator - Advisory & Tax Team

Rehmann Robson LLC; Michigan; On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Volunteer PTO

Flexible work arrangements

Career development

Job summary

Rehmann Robson LLC is seeking a detail-oriented professional to manage client communications, document workflows, and tax return coordination. You will set up new clients, manage forms and signatures, and oversee e-file processes with GoFileRoom, Axcess, SafeSend Gather and Suralink.

The role requires strong MS Office skills, attention to detail, and professional client interaction. A related degree or paralegal certification is preferred, with opportunities for growth within the firm.

Qualifications

• Associates degree, paralegal, and/or equivalent work experience.
• Proficient in Microsoft Office suite, including Outlook, Excel, and tax software for project mgmt.
• Clear, factual communication; maintain confidentiality and professionalism.

Responsibilities

• Create client lists, mail merge, send via DocuSign, and follow up on signatures.
• Manage consent forms (7216 Marketing, 7216 RFG, 3rd party releases).
• Set up new clients and close out clients in GoFileRoom, Axcess, SafeSend Gather and Suralink.
• Oversee SafeSend Gather tasks: document sorting, user setup, sending requests.
• Communicate with clients regarding estimates, extensions, and notices.
• Coordinate tax return processing: organizers, reminders, deadlines.
• Foster relationships with clients and associates, addressing inquiries promptly.
• Oversee e-file status, rejections, and Power of Attorney processing.
• Coordinate Federal/State notices and responses; ensure timeliness.

Skills

Client management

Communication

Attention to detail

Time management

Professional image

Education

Associates degree

Paralegal certification

Tools

GoFileRoom

Axcess

SafeSend Gather

Suralink

GFR

Job description

Your Passion. Your Purpose.If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.To learn more about Rehmann, visit: https://www.rehmann.com/careers/Job Description:How You'll Make an Impact:Client ManagementEngagement letters: Create client lists, mail merge, send via DocuSign, and follow up on signatures.Consent form management (7216 Marketing, 7216 RFG, 3rd party release forms, offshore).New client set-up and closing out clients in systems (GoFileRoom, Axcess, SafeSend Gather, Suralink).Manage SafeSend Gather tasks (document sorting, user setup, sending requests).Manage client communication regarding estimates, extensions, and notices (mail/email clients and handle certified mailing).Initiate and maintain effective communication with clients, ensuring timely flow of data, reminders for meetings, deadlines, and deliverables.Coordinate tax return processing events such as creating organizers, estimate reminders, and communicate extension filing deadlines.Foster positive relationships with clients and associate by addressing their inquiries and concerns promptly.Quality ControlEnsure accurate filing of extensions and estimates to GFR.Oversee e-file status, handle rejections, and manage Power of Attorney processing.Facilitate and coordinate as needed Federal/State notices and responses, ensuring timeliness and correctness.Maintain tracking for 1099 processing and PPT tax returns.Workflow and Process TrackingAxcess Tax batch manager: Create and compare reports for tax returns and batch management (1040, 1065, 1120S, etc.).Track and manage tax return processes (paper, SafeSend, SFT), and monitor due dates and workflows in GFR.Oversee batch extension processing, organizer creation and delivery (both PDF and physical).Ensure certified mailing processes are timely and recorded in GFR.Assist with CCH Scanning and AutoFlowYour Desired Skills and Experiences:Associates degree, paralegal, and/or equivalent work experience.Proficient in Microsoft Office suite, including the ability to prepare correspondence, reports, tables, and exhibits, combined with knowledge in using Outlook, Excel, and tax-specific software for project management and scheduling.Articulate in speech; communicates in a clear, fact-based manner.Ensure other associates and supervisors are informed of progress and significant project developments.Ability to handle communications and information in a professional manner, including addressing issues requiring discretion, or including confidential materials.Ability to prioritize work and manage time to meet timelines and firm’s expectations.Critical thinking, sound judgment in making decisions, and ethical behavior in accordance with professional standards.Strong attention to detail, proactively seek opportunities to learn, apply acquired knowledge effectively, and consistently bring innovative ideas to the tableProfessional image, maturity, self-confidence, and positive attitudes.LI-VK1We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.Rehmann is an Equal Opportunity Employer.