What are the responsibilities and job description for the Tax Solutions Coordinator position at Capstan Tax Strategies?
At Capstan Tax Strategies, we are seeking a detail-oriented and organized individual to join our team as a Tax Solutions Coordinator. As a key member of our operations team, you will be responsible for supporting the sales team with proposal preparation, comprehensive Salesforce interaction, report generation, and task management. You will also schedule appointments and make travel arrangements for partners on an as-needed basis.
The ideal candidate will have strong computer skills, particularly in the Microsoft Office Suite and Salesforce. Excellent communication skills are essential, as well as the ability to work independently and manage multiple tasks simultaneously.
Benefits include a competitive benefits package, core hours from 9AM – 5PM EST, Monday-Friday with some flexibility needed to work a later shift to support our west coast sales team, and no travel required. If you are a motivated and organized individual looking to join a dynamic team, please consider applying for this opportunity.
