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Tax Engagement Coordinator – Private Tax
EYTax Engagement Coordinator managing engagement administration functions within the Private Client Services group at EY. Involved in coordination, quality control, and client assistance for tax services.
About the role
Key responsibilities & impact- Coordinate engagement administration functions among tax practitioners and administrative team
- Electronic transmitting tax returns and forms
- Coordinate, prioritize, assign and track work engagements
- Monitor and follow up with tax practitioners to keep the work assignment process on track
- Assist with coordination of billings
- Attend weekly scheduling meetings, record changes and follow up on issues arising
- Meet with tax practitioners to prioritize work and coordinate engagements
- Maintain real-time data of status of projects and tax returns
Requirements
What you’ll need- University degree (or equivalent in experience)
- At least 2 years related work experience
- Strong organizational and time management skills
- Strong Excel and Word skills
- Able to manage multiple tasks with tight deadlines
- At ease in a professional services environment
- Committed to achieving firm goals
- Strong communication and interpersonal abilities
- Flexible to work additional hours during busy season
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Discretionary bonus program
- Comprehensive medical, prescription drug and dental coverage plan
- Defined contribution pension plan
- Great vacation policy
- Statutory holidays and paid personal days
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Tax Return ProcessingEngagement AdministrationWork Assignment TrackingBilling CoordinationData Management
Soft Skills
Organizational SkillsTime ManagementCommunication AbilitiesInterpersonal SkillsFlexibility