Tax Coordinator

Job Purpose :

• Responsible for coordinating administrative and clerical duties related to tax services.  Responsibilities include but are not limited to :   Coordinating the tax prep and e-file process, including logging returns as information is received, scanning source documents, tracking and monitoring returns through the process, assembling and mailing completed returns, tracking electronic filing and monitoring due dates to ensure returns timely filed or timely extended.
• Coordinating tax services, including monitoring due dates, assembling reports and ensuring CRM tasks are up to date.  Scanning tax related documents and tax returns, including overseeing others who help with the process and ensuring quality and accuracy.
• Coordinating tax planning and tax preparation client lists with advisors and tax team to ensure the list is complete and accurate, including updating CRM as needed for tax prep and / or tax planning services codes.
• Preparing and mailing quarterly tax estimate reminder letters, including internal check requests and processing.
• Preparing and mailing annual tax organizers, including rolling over tax locators from one year to the next.  Coordinating and responding to tax notices.

Other clerical duties related to tax planning, and tax return prep services.                                                Essential Job Results :

Other Duties and Responsibilities :

Supervisory Responsibilities :

Qualifications :

Education and / or Experience :

Language Skills :

Mathematical Skills :

Computer Skills :

Must be able to use a PC proficiently, including tax software.  Familiarity with investment reports from custodians is desirable.  Physical Demands :

Work Environment :

Other Job Requirements :

JFS Wealth Advisors Participates in E-Verify Right To work :