Tax Team Coordinator at DOZ in Carmel, IN

Summary: DOZ is an organization providing tax and accounting services. The Tax Team Coordinator provides administrative and accounting support to tax accountants, manages client and team processes, prepares IRS notice responses, and coordinates tax return delivery and related administrative tasks.

Responsibilities:
- New client engagement including practice setup
- Team client engagement letter preparation
- Practice client management including: Engagement letter status updates, due dates, budgets, client/project information
- General administrative requests directed by team members
- General client/team management such as schedule or due date management
- IRS Notice response preparation
- Team member directed planning, interim or year-end tasks
- Management of the tax return delivery process for client/team
- Maintaining smartsheets for client/team
- Rolling forward each year
- Maintaining target date accuracy
- General maintenance and organization
- Assume additional general administrative requests as requested

Required Qualifications:
- A successful Tax Team Coordinator will have a positive, service driven attitude, is capable of multi-tasking, problem solving, staying organized and keeping others organized
- This position is fast paced, requiring both the ability to work independently with limited supervision and cooperatively with all levels and team members, at times being the point person between them all
- Candidates should be dependable, approachable, and reliable team members

Required Skills: Accounting, Tax Administration, Client Engagement Management, Smartsheet