Tax Workflow Coordinator

Batts Morrison Wales & Lee, P.A.; Dallas (TX); On-site; USD 45,000 - 55,000; Full time

Job summary

A national CPA firm for nonprofits is seeking a highly motivated candidate for an entry-level position focusing on tax workflow management. Responsibilities include managing tax compliance, overseeing deadlines, and preparing correspondence for clients. Ideal candidates have 2-3 years' experience and proficiency in Microsoft Office Suite. A Bachelor’s Degree is preferred. Join a committed team serving nonprofit organizations with excellence in detail.

Qualifications

• 2-3 years' experience in tax workflow management or tax administration.
• Experience serving nonprofit organizations is a plus.
• Experience with tax workflow management software preferred.

Responsibilities

• Manage tax compliance and project workflow.
• Oversee tax deadlines and client-promised due dates.
• Prepare correspondence for clients and tax authorities.
• Assist team members with returns and filings.

Skills

Tax workflow management

Communication skills

Attention to detail

Client service

Critical thinking

Time management

Organization

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Adobe Acrobat

CCH Axcess

Job description

Batts Morrison Wales & Lee, a national CPA firm dedicated exclusively to serving nonprofit organizations, is seeking a highly motivated, positive, and committed candidate with at least 2-3 years’ experience in tax workflow management or tax administration in a public accounting firm. The ideal candidate will have excellent skills in written and oral communication; attention to detail; interpersonal relations; use of technology; client service; critical thinking; time management; and organization.

Responsibilities

• Management of tax compliance and tax project workflow
• Oversight and management of tax and information return deadlines
• Oversight and monitoring of client-promised due dates for major projects
• Oversight and implementation of monthly tax billings
• Reporting to tax partners on monthly tax team metrics and generating underlying reports
• Maintenance of tax workflow software
• Onboarding new tax work
• Assisting other team members in assembling returns and filings for submission to taxing authorities
• Coordinating client and team meetings
• Preparation of correspondence to clients and/or tax authorities
• Developing and assisting with implementing new systems to streamline tax work
• Other responsibilities as assigned by tax team leadership

Qualifications and attributes

• Self-starter, independent thinker, fast learner, and extremely focused on accuracy and efficiency of work
• Passion for serving nonprofit organizations with excellence in the details
• Experience serving churches and faith-based organizations (denominational, missionary, evangelistic, media-oriented, humanitarian relief, schools, foundations) is a plus

Education

Degree Requirements: Bachelor’s Degree is preferred, but not required.

Computer Skills

Computer Skills: Proficiency in Microsoft Office Suite and Adobe Acrobat products is required. Experience with CCH Axcess or other tax workflow management software is preferred, but not required.

Seniority level

• Entry level

Employment type

• Full-time

Industries

• Accounting