Seasonal Tax Office Coordinator

Target Alpha Financial; Fort Collins (CO); On-site; USD 21,000 - 34,000; Full time

Job summary

Target Alpha Financial in Colorado is seeking a Seasonal Tax Office Coordinator to support the tax season on-site in the Greater Fort Collins area. You will greet clients, answer phones, schedule appointments, and keep documents organized.

This role involves data entry, mail handling, routing tax files between preparers and clients, and maintaining a tidy, professional workspace. Strong communication and attention to detail are essential for timely service during peak season.

Qualifications

• Strong administrative assistance skills, including scheduling, filing, and document organization.
• Professional phone etiquette and customer service skills for interacting with clients and team members.
• Ability to operate common office equipment (printers, scanners, copiers) and basic office software.
• Clear, courteous communication skills, both verbal and written.
• Attention to detail and accuracy when handling client information and tax-related documents.
• Ability to manage multiple tasks in a fast-paced, seasonal environment and meet deadlines.
• Prior experience in an office, tax, or financial services setting is beneficial.
• High school diploma or equivalent required; post-secondary coursework in business, accounting, or related fields is a plus.

Responsibilities

• Greet clients and answer phones, schedule appointments, and maintain a professional front desk.

Skills

Administrative support

Customer service

Office software

Communication skills

Attention to detail

Multi-tasking

Education

High school diploma or equivalent

Tools

Office equipment (printers, scanners, copiers)

Job description

Company Description

Target Alpha Financial is a full-service accounting firm based in Colorado, specializing in tax, accounting, and personal financial planning for individuals, business owners, executives, and independent professionals. The firm serves clients across multiple states, throughout the United States, and abroad, offering professional, experienced, and cost-conscious services. Led by Owner/Manager Jeff Peterson, an Enrolled Agent with over 35 years of diverse finance, tax, and consulting experience, the firm provides expert support for closely held businesses from start-up through strategic management. The team also includes accountant Alex Kerr, a Colorado State University graduate with practical taxation experience, contributing to a knowledgeable and client-focused environment.

Role Description

The Seasonal Tax Office Coordinator is a temporary, on-site role based in the Greater Fort Collins Area. This position supports day-to-day office operations during the tax season, including greeting clients, answering phones, and managing appointment scheduling. The coordinator will organize and file documents, handle incoming and outgoing mail, and ensure tax files are routed accurately between preparers and clients. Daily responsibilities include operating standard office equipment, maintaining a tidy and professional workspace, and providing timely, clear communication to both team members and clients. The role also assists with basic data entry, tracking client information, and supporting the tax team with administrative tasks as needed.

Qualifications

• Strong administrative assistance skills, including scheduling, filing, and document organization.
• Professional phone etiquette and customer service skills for interacting with clients and team members.
• Ability to operate common office equipment (printers, scanners, copiers) and basic office software.
• Clear, courteous communication skills, both verbal and written.
• Attention to detail and accuracy when handling client information and tax-related documents.
• Ability to manage multiple tasks in a fast-paced, seasonal environment and meet deadlines.
• Prior experience in an office, tax, or financial services setting is beneficial.
• High school diploma or equivalent required; post-secondary coursework in business, accounting, or related fields is a plus.