Tax Process Coordinator: Client Intake & Workflow

GBQ Partners LLC; Columbus (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

GBQ Partners LLC is looking for a Project Professional – Tax Process Coordinator in Columbus, Ohio. This position is vital in managing tax engagement workflows and client communications. You will handle data intake, support engagement teams, and ensure that critical deadlines are met.

The ideal candidate should have at least 2 years of experience in a client service role, possess strong organizational skills, and be comfortable using business management software. This is a full-time position requiring attention to detail and client-first mindset.

Qualifications

• Minimum 2 years in client service or administrative support.
• Experience in public accounting or tax department preferred.
• Familiarity with tax processes and IRS notices a plus.

Responsibilities

• Coordinate collection and delivery of client tax data.
• Manage intake workflows and ensure timely information delivery.
• Maintain accurate client records and follow up on outstanding items.

Skills

Strong organizational skills

Clear communication skills

Attention to detail

Client service experience

Education

2+ years of experience in client service

Tools

Excel

MS Outlook

SharePoint

Job description

GBQ Partners LLC is looking for a Project Professional – Tax Process Coordinator in Columbus, Ohio. This position is vital in managing tax engagement workflows and client communications. You will handle data intake, support engagement teams, and ensure that critical deadlines are met.

The ideal candidate should have at least 2 years of experience in a client service role, possess strong organizational skills, and be comfortable using business management software. This is a full-time position requiring attention to detail and client-first mindset.