Prepare and send client tax organizers; track returns of completed organizers and documentation.
Receive, verify, and maintain strict confidentiality of client tax information.
Assemble and scan organizers/tax documentation into tax software for return preparation.
Send finalized business and individual returns with detailed filing/payment instructions.
Request, collect, and track signed e-file consents; follow up on missing items.
E-file returns and monitor acknowledgments; escalate rejections with next steps.
Maintain digital filing systems: scanning, naming conventions, version control, and database updates.
Provide administrative support for project-based work and peak-season initiatives.
Contribute to process improvements that enhance accuracy and turnaround time.

Proficiency with Microsoft Office (Word, Excel, Outlook)
Experience with QuickBooks or accounting software helpful (not required)
Proven ability to work independently on recurring tasks with high accuracy
Meticulous organization, attention to detail, and deadline reliability (especially during peak tax season)
Clear, professional written and verbal communication with clients and internal teams
Discretion with sensitive and personally identifiable information
Prior experience in a tax, CPA, or law firm preferred, not required
Familiarity with tax workflow tools (e.g., e-file portals, DMS, practice management systems)
Basic knowledge of e-file statuses and common rejection codes (you’ll learn on the job if not)
Experience standardizing document naming and intake checklists

Client Services Coordinator – Tax, Accounting, CPA Firm

Key skills