Junior Tax and Compliance Coordinator

Engineered Tax Services Inc.

Junior Tax & Compliance Coordinator supporting the Cost Segregation Tax team in organizing tax deliverables. Assisting with Form 3115 filings and maintaining project workflows.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail in managing tax-related deliverables, including Form 3115 preparation and documentation accuracy. Capable of collaborating with cross-functional teams while maintaining effective communication and project tracking.

Highest-signal resume keywords

Tax ComplianceCost Segregation ProcessesForm 3115 PreparationProject Management Systems (Zoho)Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax DocumentationBasic Accounting ConceptsProject TrackingReport WritingData Accuracy

Soft Skills

Attention to DetailTime ManagementTeam CollaborationCommunication SkillsProblem-Solving

Tools & Technologies

ZohoProject Management Systems

Industry Keywords

Tax FormsFinancial DocumentationAdministrative SupportClient CommunicationProcess Improvement

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Strong attention to detail and organizational skills
Ability to follow processes and instructions accurately
Strong time management and ability to meet deadlines
Willingness to learn and develop new skills
Ability to handle multiple tasks in a fast-paced environment
Strong team collaboration and communication skills
Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred; OR 0–2 years of relevant experience in tax, accounting, or administrative/project support; OR Equivalent combination of education and experience
Basic understanding of accounting or tax concepts preferred
Exposure to tax forms or financial documentation is a plus
Outstanding verbal and written communication skills with the ability to interact effectively at all organizational levels
Ability to write reports and business correspondence
Basic problem-solving and critical thinking abilities

Benefits

Comp & perks

Medical
Dental
Vision
Basic Life
Vol Life
Whole Life
Short-Term Disability
LTD
Doctegrity
ID Theft
Legal
Pet
401k
PTO
and much more!