Office Coordinator

Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.

Job Summary:

We are seeking a detail-oriented and analytical Office Coordinator to join our team. This mid-level level role will manage the internal and external operations for our client tax practice, ensuring a smooth and positive experience for our firm’s clients. The role will require extensive judgement as you oversee the entire process from start to finish.

Key Responsibilities:

• Manage the process for preparation, review, and timely filing of tax documents (e.g., Forms 1099, , W-2s, K-1s) for clients and the firm.
• Act as the primary point of contact for clients’ tax inquiries, coordinate the gathering and verifying financial data to ensure accurate tax reporting, while exercising discretion in handling sensitive client information.
• Evaluate and refine tax administration procedures, using analytical procedures to identify inefficiencies and implement technology or workflow solutions to streamline operations.
• Coordinate the billing process for all tax revenue, ensuring timely invoicing and cash flow for the firm.
• Exercise significant judgement to ensure compliance with IRS and SEC regulations with respect to the preparation and filing of client tax returns.
  
  

Qualifications:

• Required: High School Diploma. A Bachelor’s Degree or higher is a plus.
• 2-4 years in a related role at an RIA or public accounting firm.
• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
• Strong analytical skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
  
  

Why Join Us?

• Opportunity to make a meaningful impact on clients’ lives through personalized financial planning.
• Collaborative, supportive team environment with a focus on professional growth and development.
• Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.).
• A desire to work in-person with a phenomenal team of like-minded individuals.
• Access to cutting-edge tools, resources, and ongoing training to enhance your expertise.
  
  

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.