What are the responsibilities and job description for the Tax Operations Coordinator position at Citrin Cooperman Advisors Llc?
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. Were continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Coordinator to join our Tax Operations team. As a Tax Operations Coordinator, you will be responsible for:
Responsibilities:
- Setting up new clients in tax-related systems - Axcess, XCM
- 1099, 1042, 8027 filing
- XCM Due Date Reporting and Due Date List Maintenance
- XCM Management: setting up tasks in XCM, updating staffing at the client level in XCM, updating Client Groups in XCM, etc.
- Outsourcing and appropriate India permissioning in tax-related systems
- E-filing, monitoring the E-file Portal, addressing e-file rejects and schema validation errors
- Creating SurePrep Binders
- Participating in SWAT teams AXCESS-SWAT, DOC-SWAT, AUTOFLOW-SWAT, PORTAL-SWAT, XCM-SWAT, SurePrep-SWAT, SafeSend-SWAT
- Collating of Tax Returns and Extensions, SafeSend Assembly including SafeSend Delivery to the client
- Saving E-file Authorizations and E-file Acceptances in CCH Document
- Strong organizational skills and detail oriented
- Strong written and verbal communication skills
- Ability to work independently as well as a team player
- Must be able to juggle multiple projects
- Ability to meet tight deadlines and effectively handle stressful situations
- Proficiency in Microsoft Office Suite (specifically Outlook, Word and Excel)
- Must be available to work overtime and weekends during the spring and fall busy season
- Basic knowledge of Axcess Tax, CCH document, CCH Workflow (XCM), SafeSend, and SurePrep.
