Tax Workflow Administrator

SMGABA LLC; Village of Islandia (NY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Near-100% employer-paid medical

401(k) retirement plan

Ancillary insurance options

Immediate PTO accrual

8 company-paid holidays

Summer hours program

Tax-season meals

Lunch-and-learns

Onsite continuing education

Casual dress code

Structured mentor program

Employee volunteer program

Team-building events

Job summary

SMG ABA LLC in Islandia, NY is seeking an experienced Tax Workflow Administrator to coordinate and manage the firm’s income tax compliance workflow from onboarding through filing. You will become a subject-matter expert in the tax workflow, systems, and deadlines, serving as the central liaison among tax professionals, administrative staff, and management.

This is primarily a workflow-management and coordination role (not tax preparation).

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Experience in an accounting firm or tax department is preferred.
• Experience in workflow coordination, project management, administration, or professional services preferred.
• Strong organizational, scheduling, and follow-up skills.
• Ability to manage a high volume of engagements and deadlines.
• Clear and professional written and verbal communication skills.
• Strong attention to detail and commitment to maintaining accurate information.
• Comfortable following up with team members and reinforcing deadlines.
• Proficiency with workflow management systems, Microsoft Excel, Outlook, and similar software.
• Ability to handle confidential client and tax information appropriately.

Responsibilities

• Coordinate the firmwide tax return schedule from onboarding through filing.
• Schedule newly onboarded clients and recurring tax engagements.
• Coordinate preparation, review, delivery, extension, and filing deadlines.
• Assign and balance work based on team capacity and engagement complexity.
• Maintain accurate assignments, deadlines, priorities, and statuses in the workflow system.
• Lead weekly tax scheduling meetings and track action items.
• Meet with tax management to review capacity and workflow concerns.
• Identify stalled engagements and resolve bottlenecks with the team.
• Communicate scheduling changes, priorities, and deadline risks to the tax team.
• Coordinate follow-up for missing client information and e-signatures.
• Prepare workflow and capacity reports for tax management.
• Promote consistent use of workflow procedures and systems.
• Assist with tax-season planning and process improvements.

Skills

Organization/time management

Ownership/follow-through

Proactive communication

Accountability

Problem-solving

Attention to detail

Adaptability

Team collaboration

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Excel

Outlook

Workflow management systems

Job description

Why Choose to Work with Us

At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a seven-time Inc. 5000 company, demonstrating our unwavering commitment to success and continuous growth. With headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant work environment.

Job Summary:

We are seeking an experienced and dynamic Tax Workflow Administrator to coordinate and manage the firm's income tax compliance workflow-from client onboarding through preparation, review, delivery, and filing. This individual will become an expert in the firm's tax workflow, systems, and deadlines. The position serves as the central point of coordination among tax professionals, administrative staff, and management to balance workloads, identify bottlenecks, and keep tax engagements moving efficiently. This is primarily a workflow-management and coordination position, not a tax preparation role. However, the successful candidate must develop a strong working knowledge of income tax compliance processes, deadlines, and the operational needs of the tax department.

Key Responsibilities:

• Manage and monitor the firmwide tax return schedule from onboarding through filing.
• Schedule newly onboarded clients and recurring tax engagements.
• Coordinate preparation, review, delivery, extension, and filing deadlines.
• Assign and balance work based on team capacity, experience, and engagement complexity.
• Maintain accurate assignments, deadlines, priorities, and statuses in the workflow system.
• Lead weekly tax scheduling meetings and track resulting action items.
• Meet regularly with tax management to review capacity, priorities, and workflow concerns.
• Identify stalled engagements and work with the appropriate team members to resolve bottlenecks.
• Communicate scheduling changes, priorities, and deadline risks to the tax team.
• Coordinate follow-up for missing client information, approvals, and electronic signatures.
• Prepare workflow and capacity reports for tax management.
• Promote consistent use of the firm's workflow procedures and systems.
• Assist with tax-season planning and ongoing process improvements.

Required Skills & Abilities:

• Organization and time management
• Ownership and follow-through
• Proactive communication & responsiveness
• Accountability
• Problem-solving
• Attention to detail
• Adaptability
• Team collaboration

Qualifications:

• Bachelor's degree in accounting, Finance, or related field required.
• Accounting-firm or tax-department experience is preferred.
• Experience in workflow coordination, project management, administration, or professional services is preferred.
• Strong organizational, scheduling, and follow-up skills.
• Ability to manage a high volume of engagements and competing deadlines.
• Clear and professional written and verbal communication skills.
• Strong attention to detail and commitment to maintaining accurate information.
• Comfortable following up with team members and reinforcing deadlines.
• Proficiency with workflow management systems, Microsoft Excel, Outlook, and similar business software.
• Ability to handle confidential client and tax information appropriately.

Benefits and Perks of Joining the SMG ABA Team

At SMG ABA, we value our team members and offer a comprehensive benefits package to support their well-being and professional growth. Joining our team comes with the following perks:

• Near-100% Employer-Paid Medical Premiums: Outstanding medical insurance coverage for team members with dental and vision options.
• 401(k) Retirement Plan: Future-focused retirement savings plan featuring direct employer matching.
• Ancillary Insurance Options: Flexible additional coverage choices tailored to your personal needs.
• Immediate PTO Accrual: Paid time off hours begin building from day one, allowing you to recharge and maintain work-life balance.
• 8 Company-Paid Holidays: Designated paid time off to celebrate major holidays throughout the year.
• Summer Hours Program: Enjoy half-day Fridays during the summer months to offset the long hours worked during tax season.
• Tax Season Meals: Enjoy complimentary, company-paid meals provided directly to the team during the busy tax season.
• Summer Lunch-and-Learns: Company-paid educational lunch sessions designed to collaborate and identify operational areas of improvement.
• Onsite Continuing Education: Paid professional training opportunities funded entirely by the firm to enhance your technical skills.
• Casual Dress Code: Come as you are! We embrace a relaxed workplace dress code-just ensure your attire remains appropriate for an office setting.
• Structured Mentor Program: Direct pairing with experienced leaders to support your long-term professional development and growth.
• Employee Volunteer Program: Earn additional paid time off specifically for community involvement and service.
• Engaging Team-Building Events: Regular firm-sponsored outings and collaborative social events to foster a positive work environment. We are an EOE.