Tax Project Coordinator
Industry Comparative: Executive Assistant, Tax Coordinator, Administrative Professional, Admin, EA 

High Rock Accounting is searching for Rockstars! We are a growing accounting firm looking to expand our team of Rockstars.

About the Role:
This position is being created to assist our tax team in supporting our clients. The Tax Project Coordinator will be working directly with our technical tax team on communications, client project status, reviewing tax form submissions, and ensuring a smooth process for our team and our clients.

Does this sound like you?

·       You are excited by a “Choose Your Own Adventure” career model

·       You are fundamentally curious and love to learn

·       You are a champion at Googling facts (aka resourceful and good at or enjoy research)

·       You are skilled and reliable at getting $hi! done (aka accountable)

·       You are a bada$$ at scheduling and prioritizing your time to always meet or exceed deadlines (aka organized)

·       You are not put off by hard deadlines

·       You are good at managing multiple client deadlines and setting appropriate boundaries

·       You are confident to know what you can learn and handle

·       You are not afraid to ask for help

·       You have strong, solution-based problem-solving skills

·       You like to stay ahead of the curve (aka proactive)

·       You see challenges as opportunities

·       You embrace change (aka flexible)

·       You are tech-savvy/highly computer literate

·       You enjoy helping businesses understand the importance of accurate accounting and tax filings

·       You are passionate about developing more efficient ways to do things without sacrificing accuracy

·       You can be a chameleon by adjusting your personality to deal with a diverse array of industry personalities (aka empathetic with emotional intelligence)

·       You aren’t afraid to roll up your sleeves and do whatever it takes to get your tasks completed, no task too small, no task too large

·       You do not mind pictures of pets on Teams 

Role Specifics

Role Responsibilities:

·       Support team with quality client service

·       Identify areas for technology efficiency improvements

·       Coordinating client meetings and responding to client requests

·       Review client files for necessary documentation and assign out tasks as client-provided documents come in

·       Internal file maintenance, including saving documents, reviewing files for completeness and managing electronic data rooms

·       Supervision of shared team inbox

·       Meeting with head of tax regularly to review workflows

·       Send invoices to clients as work is completed

·       Monitor tax software for filing confirmations

·       Review of monthly billing for completeness and accuracy and meet with head of tax to review same

·       Provide reports at weekly team meeting

·       Assistance with regular recurring communication such as quarterly tax planning meetings and booking the meetings

·       Organization of client files and documents as they come in

 

Role Expectations:

·       Minimum education of a High School Diploma, preferably an Associate's Degree

·       Minimum of two years experience working for a tax preparation firm

·       Strong attention to detail

·       Capable of speaking in the basic industry lingo

·       Organized and have strong discipline to work in a remote environment

·       Desire to take on more projects at work and aren’t afraid to ask for specific work or challenges to support you in “Choosing Your Own Adventure”

·       Aptitude for technology

·       Excellent verbal and written communication skills

·       Motivation and strong desire to be a Rockstar and take on new challenges to learn as much as possible

·       Track time for specific projects

 

Bonus points if you:

·       Have worked with Canopy, CCH Axcess, Xero, Sage Intacct, or QuickBooks Online

·       Have a sense of humor

·       Have worked in direct client service

 

When we asked the team their favorite parts of working here:

·       Variety of work and seeing multiple industries

·       Ability to expand knowledge with types of opportunities with clients

·       Human focus - it's one of our core values!

·       The team is constantly checking in personally and treating members with dignity

·       Travel stipend

·       Coaching program

·       Strong 401(k) match

·       Home life balance abilities - flexibility

·       Respected as a professional

·       Diversity of the team's backgrounds - bringing new perspectives to the table

·       In corporate accounting when you make it to controller or CFO, many times there is no one above you to learn from - here you have experienced professionals to bounce ideas off of and leverage their experience in your development

·       Furbabies Teams channel! And the ability to bring animals into the office.

·       This is the only place that has encouraged me to use my PTO and has forced me to disconnect for a week to get my travel stipend.