Tax Workflow & Systems Coordinator

Gilbert CPAs; Sacramento (CA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401K match

Life insurance

Long-term disability

Generous PTO

Holiday pay

Training budget

Job summary

Gilbert CPAs, a leading Sacramento-based accounting firm, seeks a Tax Administrative Coordinator to support the Tax Department and manage workflow across systems. This onsite role emphasizes data integrity, process visibility, and deadline-driven coordination for a diverse client base.

The ideal candidate has 2+ years of administrative experience, familiarity with tax processes, and proficiency in Microsoft Office and Adobe Acrobat, with ERP experience preferred.

Qualifications

• 2+ years administrative experience; CPA or professional services preferred.
• Familiarity with tax processes, deadlines, and workflow systems.
• Proficiency in Microsoft Office and Adobe Acrobat.
• Experience with Enterprise Resource Planning systems.
• Strong organizational, communication, and multitasking skills.
• High attention to detail and accuracy.

Responsibilities

• Oversee tax return workflow across systems.
• Maintain real-time status tracking across stages.
• Ensure data consistency and resolve workflow gaps.
• Coordinate receipt and tracking of client documents.
• Assemble tax returns for review and delivery.
• Process e-file authorizations (Forms 8879) and monitor status.
• Assist with extensions and compliance documentation.
• Communicate with clients regarding missing information.
• Provide front desk support as needed.

Skills

Administrative experience

Tax processes familiarity

Microsoft Office

Adobe Acrobat

ERP software

Organizational skills

Communication skills

Attention to detail

Education

Associate degree

CPA preferred

Tools

ERP software

Document management systems

e-file platforms

Job description

Gilbert CPAs, a leading Sacramento-based accounting firm, seeks a Tax Administrative Coordinator to support the Tax Department and manage workflow across systems. This onsite role emphasizes data integrity, process visibility, and deadline-driven coordination for a diverse client base.

The ideal candidate has 2+ years of administrative experience, familiarity with tax processes, and proficiency in Microsoft Office and Adobe Acrobat, with ERP experience preferred.