Tax Operations & Resolutions Coordinator

Faulk & Winkler; Baton Rouge (LA); On-site; USD 42,000 - 64,000; Full time

Job summary

Faulk & Winkler is seeking a Tax Operations Coordinator to join our Baton Rouge team. You will own and manage recurring tax workflows, monitor production schedules, and coordinate e-file authorizations, extensions, and notices with precision and timeliness.

You will work across Canopy, CCH Axcess, SafeSend, Gather, and Aiwyn to ensure accurate, timely tax processing, while supporting training and process improvements. Louisiana culture and community focus are valued in our collaborative firm.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Experience coordinating recurring tax processes.
• Experience with tax workflow software is preferred.

Responsibilities

• Own and manage the firm’s recurring tax operations, ensuring workflows are completed on schedule.
• Monitor tax return production, department capacity, due dates, and workflow metrics.
• Coordinate key tax processes including organizer distribution, engagement letters, e-file authorizations, extensions, return tracking, and reconciliations.
• Identify bottlenecks and implement more efficient workflows.
• Serve as the department’s operational resource for CPE, training, progress tracking, and initiatives.
• Provide support for departmental projects and priorities as business needs evolve.
• Serve as the primary contact for tax notices from intake to resolution.
• Review, triage, and track notices, gather documentation, and respond to authorities.
• Maintain accurate records across tax tech platforms, ensuring information is complete and reconciled.

Skills

Organized

Detail-oriented

Cross-functional teamwork

Deadline-driven

Communication skills

Education

Bachelor's degree in accounting/finance

Tools

Canopy

CCH Axcess

SafeSend

Gather

Aiwyn

Job description

About Faulk and Winkler, LLC

At Faulk & Winkler, we are committed to positively impacting the well‑being of those we serve through strategic business and financial solutions. Our mission is to be the destination CPA and business advisory firm in Louisiana, empowering people to solve complex problems and grow with confidence.

Established in 1984, Faulk & Winkler is a Baton Rouge‑based public accounting firm committed to providing practical solutions through close personal attention. Our people are our greatest asset, and at Faulk & Winkler, our knowledgeable, approachable, and professional team serves clients with integrity and commitment.

Hi there,

Faulk and Winkler is hiring an Tax Operations Coordinator to join our growing team!

Our Business Philosophy

Why Faulk and Winkler?

What You'll Do

• Own and manage the firm’s recurring tax operations, ensuring critical workflows are completed accurately and on schedule throughout the year.
• Monitor tax return production, department capacity, due dates, and workflow metrics to keep the team on track and leadership informed.
• Coordinate key tax processes, including organizer distribution, engagement letters, e-file authorizations, extensions, return tracking, and cross-system reconciliations.
• Identify operational bottlenecks and process improvement opportunities, recommending and implementing more efficient workflows.
• Serve as the department’s operational resource by coordinating CPE, training schedules for new hires and interns, progress tracking, and other administrative initiatives.
• Provide support for departmental projects and operational priorities as business needs evolve.
• Serve as the primary point of contact for all tax notices, managing the process from initial intake through final resolution.
• Review, triage, and track tax notices, gather supporting documentation, prepare responses to taxing authorities, and manage all related correspondence.
• Maintain accurate records and workflows across the firm’s tax technology platforms, ensuring information is complete, reconciled, and up to date.

About You

• You are an organized, detail-oriented operations professional who thrives on creating structure, managing priorities, and keeping complex workflows running smoothly. You enjoy bringing order to moving parts and take pride in ensuring nothing falls through the cracks.
• You have experience coordinating recurring processes, managing deadlines, and working across multiple technology platforms. Experience with tax workflow software such as Canopy, CCH Axcess, SafeSend, Gather, Aiwyn, or similar systems is preferred.
• You are proactive and solutions-oriented. You naturally identify opportunities to improve processes, eliminate inefficiencies, and help your team work more effectively.
• You communicate professionally and build trust with clients, colleagues, partners, and taxing authorities through responsiveness, follow-through, and attention to detail.
• You excel in a fast-paced environment and can balance multiple priorities while maintaining a high level of accuracy—especially during busy season.
• You are a college graduate with relevant experience in operations, accounting, tax administration, or a related field. Experience in a public accounting or professional services environment is preferred.
• You are deeply connected to Louisiana culture and genuinely care about the community. You believe in serving others—not just clients, but the broader community we’re part of.
• You are collaborative, dependable, and always willing to jump in where needed. You enjoy supporting your team and contributing to a culture of continuous improvement.