We are seeking an experienced Tax Preparation Coordinator with a strong understanding of individual income tax returns, including long-form Form 1040 and Schedule C. This role requires professional client communication, consistent follow-through, and familiarity with CRM- IRSLogics.
Responsibilities
Communicate professionally with clients about case progress, required documents, and next steps.
Collect and review documents for completeness and consistently follow up on missing items.
Maintain accurate, timely case notes and records in CRM- IRSLogics.
Coordinate with tax preparers and licensed representatives to keep cases moving.
Track deadlines, prioritize assignments, and promptly report delays or concerns.
Respond to client calls and messages clearly, respectfully, and promptly.
Follow supervisor instructions, company procedures, and confidentiality requirements.
Maintain dependable attendance, punctuality, and consistent work quality.
Perform additional duties and accept reassignment as directed by the supervisor to support business needs.
Qualifications
Previous experience in tax preparation coordination, tax relief, or case management.
Strong understanding of individual tax returns, including long-form Form 1040 and Schedule C for self-employed clients.
Familiarity with IRSLogics; hands-on experience preferred.
Strong verbal and written communication skills.
Excellent organization, attention to detail, and follow-through.
Ability to manage multiple cases, follow instructions, and adapt to changing priorities.
Professional judgment and discretion when handling confidential client information.
Principals only. Recruiters, please don't contact this job poster.