2 Jobs in Medford, OR
Capstone Certified Public Accountants, LLC is Hiring a Tax Coordinator Near Medford, OR
Job description
We are a multifaceted CPA firm with 11 offices across the Pacific Northwest, providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof. We are looking for a Tax Coordinator to add to our dynamic team of professionals at our Medford, Oregon location.
If you are organized, detail-oriented, and proactive, we would like the opportunity to speak with you. This position encompasses many of the tasks needed to run an efficient, client-friendly, professional firm. You will help make our office a great place for our company members to work while providing superior service to our clients. This position will provide the support needed to service our clients with timely accurate work.
Potential Duties:
- Check in returns for prep
- Communicate with clients regarding return status
- Maintain up to date project status through project management software
- Process returns for signature and payment
- Enter billable time daily
- E-file Tax Returns and Extensions through tax software
- Monitor preparer workflow
- Follow-up with clients regarding outstanding payment/signature requests
- Effectively communicate tax prep fees to the billing department
- Monitor e-file rejections/acceptances and communicate to tax preparer
- Maintain rapport with tax team (preparers, reviewers, Partners) and clients
- Responsible for projects assigned by management and supervisor
- Available to local staff for administrative tasks and requests
- Manage project list for specific location
Skills that will make you successful in this position:
- High level of initiative
- Team player
- Problem solving capability
- Detailed, accurate service that is friendly and customer oriented
Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together! Pay determined based on experience and education.
Benefits:
- 401(k)
- 401(k) matching
- 100% Company-Paid Medical/Dental/Vision Insurance
- Flexible spending account
- Health savings account
- Paid Time Off
Schedule:
- Monday - Friday, 8AM - 5PM
- Overtime may be necessary during busy seasons
Job Summary
Full Time
Business Services
$85k-110k (estimate)
04/28/2024
06/26/2024
capstonecpas.com
Bend, TX
<25
Business Services
Related Companies
The job skills required for Tax Coordinator include CPA, Tax Return, Tax Planning, Problem Solving, Initiative, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Coordinator positions, which can be used as a reference in future career path planning. As a Tax Coordinator, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Coordinator. You can explore the career advancement for a Tax Coordinator below and select your interested title to get hiring information.
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