Engineered Tax Services Inc.

• The Tax Compliance Coordinator supports the execution of tax-related deliverables within the Cost Segregation department
• Assisting in the preparation, review, and coordination of projects to ensure accuracy and timely completion
• Supporting the team in delivering high-quality work while developing technical knowledge and process efficiency
• Success is measured by the timely and accurate completion of assigned tasks
• Assisting with project coordination, documentation, and technical tasks while contributing to overall team efficiency and quality.

Tax & Compliance Coordinator

Administrative Assistant

• Support the Sales Director and Executive Assistant by monitoring administrative and clerical details
• Provide Sales Team with a steady flow of prospects
• Maintain existing relationships and track administrative/clerical details
• Maintain Sales Director’s calendar
• Place outbound calls and send follow-up emails
• Schedule appointments, calls, meetings, and webinars
• Maintain and track Sales Directors' projects, tasks and reminders
• Research, create, update, and maintain Zoho, ABLE, and other CRM programs
• Pursue potential clients for ETS/TGP services for business development
• Monitor, track, process and follow up on all projects out for bid and pending
• Identify, prioritize, and resolve basic service issues

Sales Administrative Assistant

• Support the Cost Segregation Tax team by assisting with the preparation, organization, and coordination of tax-related deliverables
• Execute assigned tasks accurately and efficiently while building foundational knowledge in tax compliance, cost segregation processes, and 3115 filings
• Maintain organized workflows and ensure documentation completeness
• Contribute to high-quality deliverables
• Assist with the preparation of Form 3115 and related tax documentation
• Gather, organize, and upload client and CPA-provided documents
• Perform basic review of documentation for completeness and accuracy
• Assist with tracking project status and ensuring documentation is up to date
• Help identify missing information and escalate as needed
• Monitor shared inboxes and respond or route inquiries appropriately
• Track status of 3115 projects and assist with updates in project management systems (Zoho, portal, etc.)
• Assist with scheduling meetings and coordinating communications with clients and internal teams
• Maintain organized project files and ensure proper document storage
• Run basic reports and exports from internal systems
• Assist in tracking which projects are ready for completion vs. pending information
• Support cleanup initiatives (e.g., identifying outdated or duplicate projects)
• Help update project statuses and maintain data accuracy
• Provide status updates when requested by clients or internal stakeholders
• Notify appropriate parties when deliverables are completed
• Escalate urgent or time-sensitive matters to senior team members
• Support follow-up on outstanding requests for information (RFIs)
• Assist with documenting processes and identifying opportunities for improved efficiency
• Support special projects and team initiatives as assigned
• Collaborate with cross-functional teams, including tax, operations, and AR

Tax & Compliance Coordinator

Sales Administrative Assistant

Junior Tax and Compliance Coordinator