What are the responsibilities and job description for the Administrative Coordinator position at Reid Accountants + Advisors?
About The Company
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30 offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.
We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.
Tax Collator Job Description
Reid Accountants Advisors, is hiring! Reid Accountants Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.
We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.
Key Responsibilities
Schedule: Monday – Friday, 9:00AM – 5:30PM
Work Location: In person
Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $55-65K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
team member can thrive. Apply today to be part of a company that values its
people and their contributions!
“Reid Accountants Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We Provide a Robust Benefits Package, Including
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.
Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30 offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.
We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.
Tax Collator Job Description
Reid Accountants Advisors, is hiring! Reid Accountants Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.
We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.
Key Responsibilities
- Assemble and collate completed tax returns, including federal, state, and local filings
- Organize supporting documentation (e.g., K-1s, W-2s, 1099s, financial statements) in accordance with firm standards
- Prepare tax return packages for client delivery (paper and/or electronic via portals such as SafeSend)
- Review deliverables for completeness, accuracy, and proper formatting prior to finalization
- Assist with e-filing processes, including uploading returns and monitoring submission status
- Coordinate signature requests and track receipt of signed documents
- Maintain and update document management systems (e.g., CCH Document, GoFileRoom)
- Communicate with tax team members regarding missing information or corrections
- Support extension processing and deadline tracking during busy seasons
- Assist with administrative tax processes, including scanning, filing, and data organization
- Ensure all work complies with firm procedures, quality standards, and confidentiality requirements
- High school diploma required; Associate’s or Bachelor’s degree preferred
- 1–3 years of administrative or office experience (public accounting experience preferred)
- Familiarity with tax documents and basic tax terminology is a plus
- Experience with document management systems or tax software (e.g., CCH, SafeSend) preferred
- Strong attention to detail and organizational skills
- Ability to manage multiple deadlines in a fast-paced environment
- Proficiency in Microsoft Office (especially Outlook and Excel)
- Strong communication and teamwork skills
- Attention to Detail and Accuracy
- Organization and Time Management
- Accountability and Ownership
- Team Collaboration
- Adaptability During Busy Seasons
- Ability to work extended hours, including evenings and Saturdays, during peak tax seasons
- Hybrid or in-office work environment depending on firm policy
- Role requires handling sensitive client data with strict confidentiality
- Reports to: Tax Operations Supervisor
- Works closely with: Tax Preparers, Reviewers, and Administrative Support Team
Schedule: Monday – Friday, 9:00AM – 5:30PM
Work Location: In person
Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $55-65K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
team member can thrive. Apply today to be part of a company that values its
people and their contributions!
“Reid Accountants Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We Provide a Robust Benefits Package, Including
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
Salary : $55,000 - $65,000