Records and Document Filing Coordinator

KPMG LLP; San Francisco (CA); On-site; USD 45,000 - 62,000; Full time

Job summary

KPMG LLP is seeking a Records and Document Filing Coordinator to join our Business Tax Services Organization in San Francisco. The role focuses on filing tax returns, maintaining client data, and organizing electronic records.

The candidate should have at least two years of administrative or tax processing experience, a high school diploma or GED, and strong MS Office skills. On-site work in San Francisco is required and visa sponsorship is not offered.

Qualifications

• Minimum of two years of administrative or tax processing experience; preferably within a tax department or professional services environment.
• Minimum of a high school diploma or GED is required.
• Proficient with Microsoft Office Suite applications including Word, Excel, and Outlook.
• Flexibility to work overtime and weekends during peak tax periods.
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. No visa sponsorship available.
• This role is on-site and in office; candidate must be located in San Francisco.

Responsibilities

• Collate, assemble and file various tax returns for the tax practice.
• Update internal databases related to filing calendars and other client data.
• Maintain electronic work papers and tax returns.
• Assist with electronic file maintenance using internal document retention database.
• Perform other duties as assigned.
• Act with integrity, professionalism and personal responsibility to uphold KPMG's respectful and courteous work environment.

Skills

Administrative experience

Tax processing

Overtime flexibility

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

KPMG is currently seeking a Records and Document Filing Coordinator, to join our Business Tax Services Organization.

Responsibilities:

• Collate, assemble and file various tax returns for the tax practice
• Update internal databases related to filing calendars and other client data
• Maintain electronic work papers and tax returns
• Assist with electronic file maintenance using internal document retention database
• Perform other duties as assigned
• Act with integrity, professionalism and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications:

• Minimum of two years of administrative or tax processing experience; preferably within a tax department or professional services environment
• Minimum of a high school diploma or GED is required
• Proficient with Microsoft Office Suite applications including Word, Excel, and Outlook
• Flexibility to work overtime and weekends during peak tax periods
• Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
• *This role is on-site and in office and the candidate must be located in San Francisco*