Tax Administrative Coordinator

Reynolds + Rowella

Tax Administrative Coordinator ensuring project movement and communication in a growing CPA firm providing accounting services. Focused on workflow management and quality control for tax operations.

Posted 7/27/2026full-timeRidgefield • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $35 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and the ability to manage multiple projects efficiently while ensuring quality control and effective communication across departments. Proficient in utilizing technology and workflow tools to enhance processes and client interactions.

Highest-signal resume keywords

Workflow CoordinationQuality ControlClient CommunicationCCH AxcessAutomation-Friendly Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementQuality ControlWorkflow ManagementProgress Bill PreparationInformation Tracking

Soft Skills

Organizational SkillsProfessional CommunicationDiscretionSelf-Managing Work StyleSound Judgment

Tools & Technologies

CCH AxcessSafeSendPortal ToolsWorkflow Software

Industry Keywords

CPA FirmProfessional ServicesClient OutreachCross-Department Coordination

About the role

Key responsibilities & impact

Ensure projects move efficiently from intake through first review while supporting workflow management, quality control, client communication, and cross-department coordination.
Monitor project statuses, manage portal notifications, track missing information, coordinate between departments, and ensure projects progress through the pipeline.
Perform first-pass quality control on incoming work
Act as liaison between IT, Intake, and Tax, as well as OAS and Audit
Prepare bills as needed once approved, including progress bill preparation
Serve as Missing Info List coordinator, including direct client outreach
Help update and improve the extension process for the coming season

Requirements

What you’ll need

5 + years of administrative, paraprofessional, or workflow coordination experience, preferably in a CPA firm or professional services environment
Strong organizational skills and ability to track many moving projects at once without letting items stall
Comfort with technology and a willingness to learn firm systems, including CCH Axcess, SafeSend, portal tools, and workflow software
An automation-friendly mindset: curiosity about how AI and workflow tools can improve processes rather than a preference for doing things the way they have always been done
Professional, service-oriented communication with clients and staff
Discretion in handling confidential client and firm information
Self-managing work style with sound judgment on when to escalate

Benefits

Comp & perks

Healthy Work/Life Balance – Hybrid Work Schedules
Rewarding Working Culture – team building and volunteer events, employee-led committees
Coaching/Mentorship Programs for our staff
Reasonable/Achievable work hours during Tax Season/Year Round
Strong Competitive Compensation + bonuses
401(K) savings plan with company match
Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid Life Insurance, short/long-term disability insurance, Medical FSA and Dependent Care
Very generous PTO Program + Paid Holiday Schedules
Tuition / CPA exam & study materials reimbursement, including paid weekly study time
Gym Membership reimbursement
Summer Flex Time/Hours – off Fridays
Dress for your day policy