Tax Coordinator jobs in United States
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MGO (Macias Gini & O'Connell LLP) · 2 days ago

Tax Coordinator

MGO (Macias Gini & O'Connell LLP) is a top 50 CPA and advisory firm with a commitment to human care and empowering talent. The Tax Coordinator will provide administrative support to the Tax team, ensuring client deliverables are met and facilitating communication between tax professionals and clients.

ConsultingLegal
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H1B Sponsor Likelynote

Responsibilities

Provide administrative support to leaders and teams delivering client services
Complete assigned tasks / jobs
Identify and help solve engagement (job) technical issues, anomalies, non-routine items
Collaborate and communicate with client and team members in a professional manner
Assemble and deliver tax returns and other deliverables
Electronically Transmit and track Federal and State income tax returns and other deliverables. Including Acceptance Letters and proper management of rejections
Process New Client Setup and coordinate the completion of the client acceptance process, ensuring compliance with established protocols and obtaining necessary approvals
Oversee workflow status of tax returns and deliverables
Maintain client data up-to-date in all systems
Serve as a Liaison between Tax professionals and clients. Including but not limited to following up on Engagement Letters, E-File forms, Billing and Collections
Document Management – Scan, file and maintain documents in electronic filing system(s)
Engagement Letters – Including but not limited to draft, finalize, deliver, and track all engagement letter for tax professionals
Tax organizers – Deliver and track Tax Organizer for tax professionals
Mail – Including but not limited to distributing email to tax/office professionals, assist with mailing out client documents and deliverables via FedEx, USPS, etc. Processing certified mail as needed by tax professionals

Qualification

Tax services supportMicrosoft OfficeCCH applicationsCustomer serviceAttention to detailProblem solvingCommunication skillsTeamwork

Required

2 -3 years' experience in administrative role supporting tax services
Excellent customer service skills (internal and external)
Strong attention to detail
Creative problem solving and research skills
Strong written and verbal communication and interpersonal skills
Able to work effectively both as part of a team and independently
Highly motivated and interested in taking the initiative for personal growth and development
Able to handle multiple priorities, tasks and simultaneous projects
Ability to work overtime as needed
Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred

Prior experience with CCH applications

Benefits

Flexible work arrangements
Progressive time off policy
Competitive compensation and benefits package

Company

MGO (Macias Gini & O'Connell LLP)

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MGO is an accounting company that offers business consulting services in San Diego.

H1B Sponsorship

MGO (Macias Gini & O'Connell LLP) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (30)
2023 (33)
2022 (38)
2021 (27)
2020 (7)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2019-07-23Corporate Round

Leadership Team

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Cynthia Pon
COO | Partner
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Company data provided by crunchbase