Keystone CPAs
Keystone CPA is seeking a Tax Administrator to manage the client experience from initial engagement through completion, ensuring clear communication, proper onboarding, and timely workflow coordination. This client-facing role serves as the primary point of contact for routine inquiries, tracks engagement status in CCH Axcess Workflow, and escalates issues to ensure deadlines are met. The position focuses on administrative integrity and process improvement rather than technical tax preparation.
Turn Key Solutions. Keystone CPAs LLC provides quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Keystone CPAs.