Tax Operations & Client Services Coordinator

ctbk; Buffalo (NY); On-site; USD 26,139 - 37,229; Full time

Benefits offered by this job

Onsite work

OT pay

Job summary

CTBK in Amherst, NY is seeking a detail‑driven Client Services Team member to provide data and workflow support for our Tax Team. This full‑time, onsite role requires overtime during peak tax periods and involves handling client information, trackers, and onboarding.

You will process 1099s and K‑1s, assemble returns, manage billing, and ensure timely delivery to clients. Strong MS Office skills and a high school diploma are expected; prior admin experience is preferred.

Qualifications

• High school diploma or GED required.
• Prior administrative experience preferred.
• Proficient in MS Office (Word/Excel/PowerPoint).

Responsibilities

• Manage, review and organize client information for the tax team.
• Analyze information and request missing data in a timely manner.
• Manage trackers (tax document inventory and master lists).
• Facilitate new client setup and onboarding processes.
• Utilize various software to extract client information and keep workflows moving forward.
• Manage and maintain client billing information.
• Process 1099s and K-1s through internal system.
• Assemble and deliver returns to clients.
• Manage tax notices and POA tracking, routing, and administration.

Skills

Attention to detail

Team collaboration

Time management

Problem solving

Education

GED or high school diploma

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

CTBK in Amherst, NY is seeking a detail‑driven Client Services Team member to provide data and workflow support for our Tax Team. This full‑time, onsite role requires overtime during peak tax periods and involves handling client information, trackers, and onboarding.

You will process 1099s and K‑1s, assemble returns, manage billing, and ensure timely delivery to clients. Strong MS Office skills and a high school diploma are expected; prior admin experience is preferred.