Tax Processing Coordinator

. Process, format, and finalize tax returns in accordance with firm and client standards .

Posted 4/23/2026full-timeIndianapolis • Ohio • 🇺🇸 United StatesJuniorWebsite

Key responsibilities & impact

Process, format, and finalize tax returns in accordance with firm and client standards
Coordinate electronic delivery of client deliverables through firm platforms
Prepare and assemble physical deliverables for mailing or client pickup
Manage 1040 organizer distribution and track receipt of client documentation
Process 1099 forms and ensure timely, accurate delivery
Utilize firm workflow and document management systems to monitor assignments, prioritize tasks, and ensure deadlines are consistently met
Maintain accurate and up-to-date status tracking for all assigned work, proactively identifying and addressing bottlenecks
Troubleshoot system issues and escalate as needed, partnering with internal technology teams to resolve challenges efficiently
Partner with tax engagement teams and operations groups to resolve processing questions
Support cross-functional initiatives with Tax Processing, Resource Management, IT, and other operations teams
Assist with engagement letter preparation as needed
Contribute to special projects and ad hoc operational needs
Provide additional support during peak periods, including extended hours during busy seasons

What you’ll need

Associate or bachelor’s degree in business, administration, accounting, or a related field preferred
1–4 years of experience in a tax, accounting, or professional services support role
Prior experience in document processing, workflow coordination, or deadline-driven environments strongly preferred
Exposure to tax return processing or seasonal workload environments is a plus
Strong attention to detail and commitment to accuracy
Proficiency in Adobe Acrobat and Microsoft Office Suite
Ability to learn and navigate systems and technology effectively
Strong time management and organizational skills
Clear and professional verbal and written communication
Professionalism and client-service mindset

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax return processingdocument processingworkflow coordination1099 forms processingattention to detailaccuracy

Soft Skills

time managementorganizational skillsverbal communicationwritten communicationprofessionalismclient-service mindset

Certifications

associate degreebachelor's degree