Junior Tax and Compliance Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the Cost Segregation Tax team in preparing, organizing, and coordinating tax-related deliverables.

• Accurately execute assigned tasks while developing foundational knowledge in tax compliance, cost segregation processes, and 3115 filings.

• Maintain organized workflows and ensure all documentation is complete.

• Contribute to the production of high-quality deliverables.

• Help prepare Form 3115 and related tax documentation.

• Collect, organize, and upload documents provided by clients and CPAs.

• Conduct a basic review of documentation to ensure completeness and accuracy.

• Assist in tracking project statuses and keeping documentation current.

• Identify any missing information and escalate issues as necessary.

• Monitor shared inboxes and respond to or redirect inquiries appropriately.

• Track the status of 3115 projects and support updates in project management systems (Zoho, portal, etc.).

• Assist in scheduling meetings and coordinating communications with clients and internal teams.

• Maintain well-organized project files and ensure proper document storage.

• Generate basic reports and exports from internal systems.

• Assist in tracking which projects are ready for completion versus those pending information.

• Support cleanup initiatives, such as identifying outdated or duplicate projects.

• Help update project statuses and maintain the accuracy of data.

• Provide status updates upon request from clients or internal stakeholders.

• Notify relevant parties when deliverables are finalized.

• Escalate urgent or time-sensitive concerns to senior team members.

• Assist in following up on outstanding requests for information (RFIs).

• Help document processes and identify opportunities for increased efficiency.

• Support special projects and team initiatives as assigned.

• Collaborate with cross-functional teams, including tax, operations, and accounts receivable.

⛳️ Requirements

• Exceptional attention to detail and strong organizational skills.

• Ability to accurately follow processes and instructions.

• Strong time management skills with the capacity to meet deadlines.

• Eagerness to learn and acquire new skills.

• Capability to manage multiple tasks in a fast-paced environment.

• Excellent team collaboration and communication skills.

• Associate’s or Bachelor’s degree in Accounting, Finance, Business, or a related field preferred; OR 0–2 years of relevant experience in tax, accounting, or administrative/project support; OR an equivalent combination of education and experience.

• Basic understanding of accounting or tax concepts preferred.

• Familiarity with tax forms or financial documentation is an advantage.

• Exceptional verbal and written communication skills, with the ability to effectively interact at all organizational levels.

• Ability to write reports and business correspondence.

• Basic problem-solving and critical thinking skills.

🏝️ Benefits

• Medical

• Dental

• Vision

• Basic Life

• Voluntary Life

• Whole Life

• Short-Term Disability

• Long-Term Disability

• Doctegrity

• Identity Theft Protection

• Legal Assistance

• Pet Insurance

• 401k

• Paid Time Off (PTO)

• And much more!