Tax Client Services Coordinator I

About this role

Responsibilities

• Monitor, resource, and track projects for tax clients including scheduling, timing, action plans, updating of client and internal trackers, tracking of workflow through entire cycle, and communicating progress to team members.
• Manage the administrative process of a project including communicating with clients to ensure timeliness and accuracy, planning, conflict checks, budgeting, resource management, engagement initiation, and deliverable development.
• Monitor saving and review processing queues; save completed tax returns or drafts for client.
• Collaborate with engagement managers to confirm scope requirements and determine key readiness metrics; begin to contact clients with manager oversight.
• Monitor administration of controls in the project/engagement process to ensure all relevant controls are performed for each engagement throughout project lifecycle.