Tax Workflow Coordinator

Doeren Mayhew; Grand Rapids (MI); On-site; USD 52,000 - 68,000; Full time

Job summary

Doeren Mayhew is seeking a Tax Workflow Coordinator to join our Grand Rapids office in a full-time capacity. The role provides high-level client service and administrative support to Principals, Staff and Clients.

Responsibilities include processing tax returns, proofreading financial statements, and delivering project-based support. The position requires office availability Monday–Friday, with potential Saturday shifts, and fluency with Microsoft Office and various tax software tools.

Qualifications

• Associate’s degree (or equivalent experience).
• 5+ years of administrative or clerical experience.
• 2+ years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred.
• Ability to work in the office Monday through Friday. Saturdays may be required at times.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe.
• Ability to quickly learn new software programs is a necessity. Experience with CCH Workflow, Axcess/E‑filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and/or SafeSend Returns is a plus.
• Exemplary writing, proofreading and editing skills.
• Strong organization and problem‑solving skills and excellent attention to detail, to help maintain production accuracy and meet critical deadlines.
• Excellent time management skills with the ability to multi‑task and prioritize work.
• Ability to work independently and with a team.
• Basic accounting knowledge preferred.

Responsibilities

• Process tax returns, including e‑filing of tax returns
• Proofread, edit, and process financial statements, reports, and correspondence
• Provide project‑based professional administrative support to team members
• Provide back‑up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members
• Assist team members with preparing reports, drafting letters, memos, and other client related correspondence
• Prepare materials for presentations and client meetings using Microsoft Excel, PowerPoint and Word
• Assist with clerical duties including printing, scanning, filing and faxing documents
• Other ad hoc administrative duties as needed

Skills

Administrative experience

Time management

Attention to detail

Microsoft Office

Education

Associate’s degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Outlook

Adobe

CCH Workflow

Axcess/E‑filing

STAR Time Entry

SurePrep

Salesforce

SafeSend Returns

Job description

Doeren Mayhew is seeking a full-time Tax Workflow Coordinator to join our Grand Rapids, MI office. This position will provide high level client service and administrative office support to Principals, Staff and Clients.

Responsibilities

• Process tax returns, including e‑filing of tax returns
• Proofread, edit, and process financial statements, reports, and correspondence
• Provide project‑based professional administrative support to team members
• Provide back‑up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members
• Assist team members with preparing reports, drafting letters, memos, and other client related correspondence
• Prepare materials for presentations and client meetings using Microsoft Excel, PowerPoint and Word
• Assist with clerical duties including printing, scanning, filing and faxing documents
• Other ad hoc administrative duties as needed

Qualifications

• Associate’s degree (or equivalent experience)
• 5+ years of administrative or clerical experience required
• 2+ years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred
• Ability to work in the office Monday through Friday. Saturdays may be required at times.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe
• Ability to quickly learn new software programs is a necessity. Experience with CCH Workflow, Axcess/E‑filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and/or SafeSend Returns is a plus
• Exemplary writing, proofreading and editing skills
• Strong organization and problem‑solving skills and excellent attention to detail, to help maintain production accuracy and meet critical deadlines
• Excellent time management skills with the ability to multi‑task and prioritize work
• Ability to work independently and with a team
• Basic accounting knowledge preferred

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.