Operations Coordinator

1Source Partners; Tampa (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

3 Week PTO

401k plan

Growth opportunities

Job summary

1Source Partners is seeking a Tax Operations Coordinator to support the tax team by managing client documents, coordinating client portal communications, processing mailed documents, and handling administrative tasks related to tax return processing. The role requires strong attention to detail, excellent communication skills, and experience supporting a tax team in an administrative capacity.

The person will create client records, manage extensions with Managers, oversee document workflows, and

Qualifications

• 2-3 years of experience in administrative support within a tax/accounting firm environment.
• High school diploma or equivalent (GED) required.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Prior knowledge of CPA firms or professional services is a plus.
• Strong written, verbal, and interpersonal communication skills.
• Experience with ERP or practice management systems preferred.
• Self-starter with ability to work independently and take initiative.
• Highly organized and detail-oriented, with a focus on accuracy.
• 3 Week PTO policy; 401k plan with employer contributions; opportunities for growth.

Responsibilities

• Create new client records and job entries, and update job budgets as needed.
• Coordinate with Managers to confirm extensions and maintain system updates for tracking extensions.
• Serve as central point of contact for internal and external communications; route inquiries and ensure timely responses.
• Facilitate tax return processing, including electronic filing, acknowledgements, and updates in internal systems.
• Assist in maintaining continuity of client service and workflows during growth or restructuring.
• Provide administrative support during firm initiatives or organizational changes.
• Monitor and download documents from client portals and save to the correct client folders.
• Mark documents with notifications for the tax preparation team.
• Prepare Power of Attorney documents and send to IRS.
• Track outstanding documents, signatures, and client communications.
• Provide responsive support to tax team, clients, and other departments.
• Create and send client Engagement letters.
• Pull reports for data cleanup and identify missing client information.

Skills

Administrative support

MS Office

Tax industry knowledge

Attention to detail

Strong communication

Independent worker

Education

High school diploma

Tools

ERP software

Practice management systems

Job description

At 1Source Partners, we serve as trusted advisors dedicated to supporting the growth and long-term success of our clients. We operate in a dynamic, fast-paced environment where professionalism, precision, and collaboration drive everything we do. Our firm provides comprehensive accounting, tax, assurance, and advisory services tailored to the unique needs of business owners, executives, and independent professionals.

Our team is composed of experienced professionals who have both technical expertise and a deep understanding of business operations. We value strong client relationships and work collectively to deliver insightful guidance, exceptional service, and measurable results.

Position Overview

The Tax Operations Coordinator is responsible for supporting the tax team by managing client documents, coordinating communication through the client portal, processing mailed documents, and assisting with administrative tasks related to tax return processing. This role ensures accurate document tracking, timely client communication, and efficient workflow management within the firm’s systems. The ideal candidate demonstrates strong attention to detail, excellent communication skills, and experience supporting a tax team from an administrative and processing perspective.

Key Responsibilities

• Create new client records and job entries, and update job budgets as needed.
• Coordinate with Managers to confirm required extensions and maintain updating the system to manage the tracking of extension.
• Act as the central point of contact for internal and external communications by monitoring and managing multiple inboxes, routing inquiries appropriately, and ensuring timely and accurate responses.
• Facilitate tax return processing, including electronic filing, tracking acknowledgements, updating internal systems, and following up on outstanding items.
• Assist in maintaining continuity of client service and internal workflows during periods of firm growth or restructuring.
• Provide administrative and operational support during firm initiatives, transitions, or organizational changes.
• Monitor and Download documents from the CCH Collaboration and Dropbox portals and save them to the appropriate client folders
• Mark documents with appropriate notifications for the tax preparation team.
• Preparation of Power of Attorney’s and send to IRS
• Track and follow up on outstanding documents, signatures, and client communications.
• Provide responsive support to the tax team, clients, and other internal departments as needed.
• Create and send client Engagement letters
• Pull reports for data cleanup and identify missing client information

Qualifications

• 2-3 years of experience in administrative support function, within a Tax accounting firm environment
• High school diploma or equivalent (GED) required
• Proficient in Microsoft Office Suite, including Word, Excel, and Outlook.
• Prior knowledge of CPA firm or other professional services experience is a plus.
• Strong written, verbal, and interpersonal communication skills are important.
• Experience working with ERP or practice management systems preferred.
• Self-starter with the ability to work independently and take initiative.
• Highly organized and detail-oriented, with a strong focus on accuracy.
• Ability to manage multiple tasks and work effectively in a fast-paced environment.
• 3 Week PTO policy
• 401k plan with employer contributions
• Opportunities for growth

Why Join Us?

• Dynamic and Growing Firm:Join a forward-thinking firm experiencing exciting growth across multiple service lines. We foster an environment that prioritizes agility, upholds the highest standards of quality and accountability, encourages collaboration, nurtures strong relationships, and is guided by a shared commitment to excellence.
• Commitment to Professional Development:We invest in our people through regular performance reviews, support for professional education and certifications, in-house training opportunities, and a structured coaching and mentorship program. These initiatives are designed to help you expand your expertise, strengthen your skills, and advance your career within the firm.
• Collaborative and Client-Focused Culture:Work alongside professionals who take pride in building strong client relationships and delivering exceptional service. Our team-oriented approach ensures you have the support and resources needed to succeed.
• Comprehensive Compensation and Benefits:We offer a competitive compensation structure, performance-based incentives, and a comprehensive benefits package designed to support your overall well-being and work-life balance.