Job description:
Tax Office Document Coordinator - Tax and Accounting Office
About us
Eva Smith & Associates Tax & Accounting is a small, local tax and accounting office; located in Hayward, CA for the past 20 years. Eva Smith & Associates, EA is a full service Tax and Accounting office that specializes in providing tax preparation, bookkeeping, payroll, and consulting services to individuals and businesses.
We are looking for an experienced Tax Office Document Coordinator to manage the flow of tax documents submitted by clients. This person is responsible for document gathering, client management, tax return preparation flow, and tax return assembly.
We are looking for a knowledgeable Tax Office Document Coordinator to onboard new tax clients, inform of the tax fling process, research tax refund status, provide copies of filed tax returns, manage the status of tax return completion and where clients stand in the queue, answer basic refund, payment, and filing questions, assemble tax returns, mail tax returns, and any/all administrative functions in the tax filing process.
This candidate is able to navigate in tax software and QuickBooks with ease, accuracy, and efficiency. They are good with numbers and can be trusted with sensitive information. They have great communication skills to interact with colleagues and executives.
Responsibilities:
Pull uploaded tax data from a secure portal
Review submitted documents with clients to ensure all financial documents were submitted for tax preparation
Use IRS and FTB search engines to research the status of taxpayer refunds
Scan documents received by clients and store on the server
Assemble tax returns, call for pick up, mail to clients
Complete administrative tasks from tax clients
Effectively and clearly communicate with taxpayers regarding their requests, questions, and process for filing
Appointment-Setting and invoicing clients for paid consultations
Social media management for greater client engagement
Payment processing and assisting with collections
Quarterly report filings & distribution of annual income tax documents
Cross-Training Opportunities
Tax Review Calls - Reviewing refund and tax results with clients
New Client Onboarding and Follow-Ups - Communicating service offerings and completing follow-ups with new and potential clients
Bookkeeping, Payroll, & Incorporation Services -General assistance, client relations and processing
Professional Skills
2+ years of experience working in a tax office, a MUST!
2+ years of tax preparation or tax data entry, a MUST!
3+ years of professional, small office experience
Proficient with specific software - QuickBooks
Proficient in Microsoft Office and Google Suite, required
Familiar with accounting fundamentals and tax processes
Trustworthy with attention to confidentiality
Outstanding organizational ability with great attention to detail
Excellent communication skills; must be able to speak and write English clearly and phonetically
High school diploma or equivalent; BS/BA in business, accounting or relevant field is a plus
Organizational Skills
Superior written and verbal communication skills
Strong prioritization skills
Strong attention to detail
Forward-thinking and problem solving
Must be able to work and find resolutions to obstacles, independently
TO APPLY
Send resume, salary requirements, and schedule availability.
NO PHONE CALLS PLEASE! Looking to hire ASAP, so we will respond quickly!
This is NOT a remote position.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Flexible schedule
Health insurance
Paid time off
Experience:
Office Administrative: 3 years (Required)
Tax Office : 2 years (Required)
Work Location: In person