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Tax Administrative Coordinator

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PTS Financial Services

2021-12-03 13:32:13

Job location Calhoun, Georgia, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

PTS Financial Services is looking to add a TAX ADMINISTRATIVE COORDINATOR who can thrive in a fast-paced and growing business environment. The TAX ADMINISTRATIVE COORDINATOR will act as the key link to our onboarding process for new affiliates and ongoing compliance for new and existing accounts. Prior experience or knowledge of the personal tax return preparation industry is preferred, but not required.

PTS Corporate is conveniently located in historic downtown Calhoun, GA between Atlanta and Chattanooga. We offer competitive pay and great benefits! Apply today!

Schedule: Monday - Friday 8:30am - 5:00pm

Extended hours during tax season

Responsibilities of this role include, but are not limited to:


o Delivering a full range of tax services in compliance with laws and regulations within a timeframe

o Working closely with Tax Account Managers to ensure information is communicated to their Accounts

o Managing tax provision and tax compliance process

o Demonstrating flexibility in prioritizing and completing tasks

o Ensuring that tax operations are following current regulations.

o Adapt current processes to new regulations including documentation of any new changes

o Onboarding of new Tax Affiliates

o Generating and providing timely reports on compliance and tax filing activities

o Preparing tax projections and assist with tax compliance collection

o Assisting in managing the tax support center and scheduling temporary/seasonal support center employees

The successful candidate will possess the following skills and qualifications:

o Knowledge of MS Office, Salesforce, Tax Software

o Advanced level Excel Skills: Proficient in using formulas, pivot tables, etc.

o Ability to manage multiple projects and meet deadlines

o Exceptional organizational skills

o Excellent written and oral communication skills

o Exceptional client service along with the ability to develop client relationships

o Collaborative and partnering skills with the ability to work effectively both independently and in a team environment.

o Outstanding analytical skills with detail orientation

o College degree or equivalent work experience preferred

o Experience at a Tax Accounting/CPA/Advisory firm preferred

Inform a friend!

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