Tax Office Document Coordinator

2 weeks ago

Hayward, United States Eva Smith & Associates Tax & Acctg Full time

_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 and knowledgeable **Tax Office Document Coordinator** to help with 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.

**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**
- 5+ years of experience working in a tax office; a MUST
- 5+ 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.**

**Benefits**:

- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off

Schedule:

- Monday to Friday

**Education**:

- High school or equivalent (required)

**Experience**:

- Tax Office: 5 years (required)

**Language**:

- English (required)

Work Location: In person

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