Tax Operations & Client Service Coordinator

Magone & Company, P.C.; Littleton (NJ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Magone & Company, P.C. seeks a highly organized Tax Coordinator to streamline tax filings, notices, client communications, and billing workflows. You’ll partner with partners and staff to ensure accurate, timely deliverables and proactive engagement management.

As part of a CPA firm culture, you’ll handle document collection, e‑filings, and financial statements, while supporting onboarding and process improvement through cloud-based tools and AI-enabled workflows.

Qualifications

• Exceptional attention to detail and confidentiality.
• Strong organizational and time-management skills.
• Ability to manage competing priorities in a deadline-driven environment.
• Clear, professional written and verbal communication.
• Client-service oriented approach; responsive to client needs.
• Proofreading skills; spotting formatting and numerical inconsistencies.
• Comfort with multiple technology platforms and document portals.
• Experience in a CPA firm or professional services is preferred.

Responsibilities

• Coordinate communications, document requests, engagement updates, and follow-up.
• Support tax operations: document collection, e-filing, notices, workflow tracking, deadlines.
• Assist accounts receivable: invoices, payments, and follow-ups on balances.
• Support client onboarding: meetings, proposals, engagement letters, workflow setup.
• Assemble, proof, distribute, and securely maintain tax returns and financial statements.
• Provide administrative support to improve firm efficiency and client service.

Skills

Attention to detail

Organizational skills

Time management

Communication skills

Client service mindset

Proofreading

Tech platform proficiency

CPA firm experience (preferred)

Job description

Magone & Company, P.C. seeks a highly organized Tax Coordinator to streamline tax filings, notices, client communications, and billing workflows. You’ll partner with partners and staff to ensure accurate, timely deliverables and proactive engagement management.

As part of a CPA firm culture, you’ll handle document collection, e‑filings, and financial statements, while supporting onboarding and process improvement through cloud-based tools and AI-enabled workflows.