Tax & Client Communications Scheduler

Midwest Financial Partners; Saint Cloud (MN); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health plan (HDHP)

Dental

Vision

Short-term disability

Long-term disability

Paid Family Medical Leave

HSA contributions

Life insurance

Tax preparation

Investment management discounts

Legal document preparation

401(k) and Roth 401(k)

PTO (paid time off)

13 paid holidays

Job summary

Midwest Financial Partners in Saint Cloud, MN, seeks a Tax, Communications & Scheduling Coordinator to keep our client meeting calendar accurate and manage the client communications surrounding the experience.

During the tax season, you will coordinate organizers, input source documents into tax software, and facilitate signature requests between Clients and the Tax Team. Hybrid work is available in coordination with the team.

Qualifications

• Associate or bachelor’s degree preferred.
• Enrolled Agent certification preferred but not required.
• Two+ years of client service experience, preferably in financial services or professional services.

Responsibilities

• Coordinate and monitor the annual distribution of tax organizers and service agreements to Clients.
• Track incoming tax documents via client portal, secure email, mail, and front desk drop-off.
• Review, organize, and file Client documents with accuracy and efficiency.
• Follow up with Clients on missing items and documents in non-accepted formats.
• Use tax software to assist with data entry of tax information.
• Schedule in-person document organization meetings during January–March and staff the calendar accordingly.

Skills

Client service

Enrolled Agent

Education

Associate or Bachelor’s degree

Job description

Midwest Financial Partners in Saint Cloud, MN, seeks a Tax, Communications & Scheduling Coordinator to keep our client meeting calendar accurate and manage the client communications surrounding the experience.

During the tax season, you will coordinate organizers, input source documents into tax software, and facilitate signature requests between Clients and the Tax Team. Hybrid work is available in coordination with the team.