Business Process Coordinator for Tax and Financial Services

1 week ago


Allentown, Pennsylvania, United States The Kyle David Group, LLC dba KDG Full time

KDG, a high-technology consulting firm based in the Lehigh Valley, PA, is seeking an experienced Business Process Coordinator to join its Accounting and Tax team. As a key member of this team, you will be responsible for coordinating and managing various business processes related to taxation and financial services.

Key Responsibilities:
  • Data Entry: Accurately input financial and tax-related data into systems in a timely manner.
  • File Organization: Maintain well-organized and updated files, both physical and digital, ensuring easy access to necessary documents.
  • Regular and Fast-paced Client Communication: Efficiently communicate with clients through various channels, scheduling and responding promptly and professionally to all inquiries and requests.
  • Confidentiality: Handle all client information with the utmost confidentiality and integrity, adhering to privacy regulations and company policies.
  • Expressing Professionalism: Maintain a high level of professionalism in all interactions with clients and colleagues, representing the company positively.
  • Sustained Attention to Detail: Ensure accuracy and thoroughness in all tasks, from data entry to client communication and project management.

The ideal candidate will have a minimum of 3-5 years of professional experience working directly with professional clients, preferably with experience in taxation and/or PTIN. A relevant degree or certification in the field is also required. Strong organizational skills, excellent communication abilities, attention to detail, and ability to manage multiple projects simultaneously are essential for this role.

We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience, as well as a comprehensive benefits package, including 100% company-paid benefits for employee and family, generous paid vacation, sick leave, personal days, and holidays, and a 401k plan with a dollar-for-dollar match.

KDG is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and organized individual looking for a challenging role in a dynamic work environment, please submit your application, including an updated resume and salary history, for consideration.



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