Tax Operations Coordinator: Streamlined Workflows & Notices

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

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.