Company Profile:

Established in 1967, Seidel Schroeder is a distinguished firm based in Texas with offices in Brenham, College Station, and Katy. With a legacy spanning over 50 years, we've solidified our reputation as trusted financial leaders. Our fundamental philosophy revolves around elevating and serving our clients across audit, advisory, business valuation, and taxation.

Seidel Schroeder sets itself apart by offering the resources, expertise, and breadth associated with large firms, combined with the personalized, attentive approach of a smaller organization. We transcend traditional accounting, focusing on nurturing enduring, value-added relationships.

Job Summary:

Seidel Schroeder seeks a dedicated Executive Coordinator to support senior leaders, ensuring exceptional service and proactive client care. Collaborating with the tax department, you'll play a vital role in maintaining client satisfaction, coordinating internal teams, and optimizing operational efficiency. Reporting to the Department Head, you'll contribute to seamless engagement management, staff capacity, and process enhancement.

Duties/Responsibilities:

• Proactively communicate with clients to gather necessary tax information and update and maintain client information.
• Download and organize client data, including statements, K1s, and emails.
• Cross-train in assembling and processing tax returns.
• Ensure project updates are accurately recorded, reflecting changes for subsequent years.
• Act as a reliable backup for other executive coordinators during absences and high workload periods.
• Draft non-technical letters to IRS or state taxing authorities.
• Assist with Power of Attorney (POA) and client correspondence.
• Assist in preparing and processing tax return extension requests according to established protocols.
• Collaborate on the preparation of presentations.
• Organize and coordinate scheduling activities for the department, balancing workloads among staff members.
• Monitor project completion, ensuring efficient capacity utilization and timely project delivery.
• Proactively manage the partner's calendar, appointments, and meeting schedules.
• Act as the first point of contact, screening and prioritizing incoming calls and emails.
• Utilize scheduling data and client lists to provide staffing capacity insights and recommendations to the department head.
• Oversee tracking of received and completed tax returns.
• Identify and contribute to process improvements for current systems and procedures.

Skills/Abilities:

• Proficiency in learning and utilizing various software programs.
• Strong time management, organizational skills, and adaptability to changing priorities.
• Critical and objective analysis for optimal outcomes.
• High degree of professionalism, confidentiality, and sound decision-making.
• Excellent written, verbal, and listening communication skills.
• Team-player mindset, flexibility, and diplomacy.
• Strategic thinking and detail-oriented execution in high-volume environments.
• Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and Teams.
• Maintains composure under pressure and influences others effectively.
• Dedicated to team success, fostering a collaborative work ethic.
• Self-sufficient and driven.
• Proficient in virtual communication.
• Conduct all Business activities in agreement with Seidel Schroeder core values.

Qualifications:

• Minimum of a High School Diploma, associate or bachelor’s degree preferred.
• Experience working in a professional office is preferred but not required.
• Must be legally authorized to work in the United States of America
• Ability to work overtime during certain seasonal periods.

Travel:

This role may entail local travel between Seidel Schroder locations.

What we offer:

We take pride in providing an attractive package that includes competitive compensation, a comprehensive selection of employee benefits, and avenues for professional growth. Our offerings include:

• Competitive compensation and comprehensive benefits package.
• 401(k) plan with company contribution.
• Insurance coverage (health, life, dental, vision).
• Paid time off and holidays.
• Long & short-term disability coverage.
• Supplemental insurance plans.
• Parental leave support.