Tax Practice Coordinator: Client Experience & Ops Lead

Harding, Shymanski & Company; Evansville (IN); Hybrid; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

Paid parental leave

401(k) and profit sharing

Zusammenfassung

Harding, Shymanski & Co., P.S.C. in Evansville, Indiana is seeking an experienced Tax Practice Coordinator to join our Evansville office.

You are the process owner, coordinating client touchpoints and keeping engagements moving, working with tax professionals serving privately held businesses, high-net-worth individuals, nonprofits, and healthcare organizations across Indiana and Kentucky. This role blends client service and internal operations, including onboarding, billing support, and

Qualifikationen

• High school diploma or equivalent required.
• Associate's or bachelor's degree in business, accounting, or related field preferred.
• Minimum one year of administrative/coordination experience preferred.
• Deadline-driven workflows experience preferred.

Aufgaben

• Serve as primary client intake contact for assigned team members.
• Coordinate client communication, document collection and secure delivery.
• Monitor engagement timelines and flag at-risk deliverables.
• Support signature tracking, document follow-ups and engagement letters.
• Maintain professional client experience from first contact to delivery.
• Manage calendars and coordinate meetings for tax professionals.
• Support meeting follow-up and action-item tracking.
• Assist with billing coordination and reporting.
• Support department-wide strategic initiatives with initiative leads.
• Mentor interns and coordinate intern projects during busy seasons.
• Provide backup for other Tax Practice Coordinator duties.
• Prepare tax notice responses and simple Form 1040 returns as assigned.

Kenntnisse

Strong organizational skills

Professional written and verbal沟通

Ausbildung

High school diploma or equivalent

Associate's or bachelor's degree in business or accounting

Tools

Microsoft Office Suite

CCH Axcess/Return Manager

Jobbeschreibung

Harding, Shymanski & Co., P.S.C. in Evansville, Indiana is seeking an experienced Tax Practice Coordinator to join our Evansville office.

You are the process owner, coordinating client touchpoints and keeping engagements moving, working with tax professionals serving privately held businesses, high-net-worth individuals, nonprofits, and healthcare organizations across Indiana and Kentucky. This role blends client service and internal operations, including onboarding, billing support, and