Project Coordinator - Tax Processing

The Project Coordinator – Tax Processing is responsible for working as members of the firm’s administrative team and coordinate a variety of activities related to client service and administrative support projects, with a strong emphasis on tax processing. Tax processing involves managing incoming client tax return information as well as final assembly of tax returns prior to filing.

Essential Functions:

• Coordinating income tax return processing and tracking functions.
• Management of document scanning activities, including work with Student Administrative Assistants and others.
• Supporting preparation and distribution of client tax packets.
• Providing assistance with daily administrative support activities, such as creation and maintenance of spreadsheets, bulk mail project coordination, special event planning and execution and entering deposits, as needed.
• Monitor progress, identify potential issues or bottlenecks, and take proactive measures to resolve them.
• Identify process improvement opportunities and implement best practices to streamline tax processing workflows.
• Managing of daily office errands schedule.
• Ordering and maintaining office supply inventory.
• Serving as reception desk backup, either in a primary or secondary role.
• Serving as primary backup for audit report processing.
  

Qualifications and Skills:

• A minimum of a high school diploma is required, and some college education is preferred.
• Proficiency with the Microsoft Office suite and Adobe software platforms.
• Word processing, use of spreadsheets, email, document management and calendaring programs is required.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
• Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
• Analytical mindset with problem-solving abilities.
• Ability to work independently and handle multiple projects simultaneously.

Performance Expectations:

• Exhibit effective written and verbal communication and listening skills.
• Follow firm and professional standards.
• Maintain client and firm confidentiality.
• Behave professionally and foster an environment of teamwork.
• Comply with firm practice management procedures and systems, as outlined in the firm’s Associate Handbook.
  

Professional Development:
The Project Coordinator is expected to develop professionally by pursuing the following opportunities and others, as identified.

• In accordance with My Achievement Plan (MAP) requirements, pursue applicable continuing professional education courses that improve understanding of areas of responsibility.
• Participate in firm activities related to monthly employee feedback practices and other employee development programs.
  

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 25 – 50 pounds at times.
• Extended hours are required at certain times throughout the year, depending on client needs.
  

Keep in mind that the specific responsibilities and requirements of the Project Coordinator – Tax Processing may vary depending on the Firm's specific needs.

WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.