Tax Coordinator

Job Summary The Tax Coordinator is responsible for handling a broad range of administrative responsibilities within the tax department. Specific duties include preparing reports, preparing and processing payments, processing and mailing tax returns, correspondence, electronic filing of returns and other roles as assigned. Attention to detail and follow through are essential tools for success in this role. At Wymer Brownlee Wealth Strategies, we enjoy what we do and the people we do it with. We believe that what we do matters by earning the trust and confidence of our co-workers, clients, their families and the communities in which we serve by upholding a personal value system based on honesty, integrity and gratitude. We support all policies, procedures, and programs which build and sustain our internal culture. Essential Functions and Accountabilities include, but are not limited to 1. Scan and process paperwork for tax returns and financial statements. 2. Maintain positive client relationships and serve as client liaison; act as gatekeeper between clients and company to answer questions and resolve issues when possible. 3. Coordinate with clients to pick-up tax returns, extension authorizations, and estimate vouchers. 4. Transmit tax returns and extensions to proper taxing agencies 5. Monitor and update check-off lists, databases and tax season statistics. 6. Help manage workflow of tax and accounting department under the direction of management 7. Provide administrative and client services support, especially during tax season. 8. Act as backup/support to receptionist as needed. 9. Build a confident, respectful relationships with tax and accounting team members. 10. Build a demonstrated understanding of Wymer Brownlee products and services. 11. Adopt and assure the consistent use of repeatable processes to assure the firm maintains operational efficiencies. 12. Other accountabilities as required. Supervisor and Supervisory Responsibilities This position reports directly to the Tax Director. This position does not have any supervisory responsibilities. Competencies

• Accountability/Initiative Accepts personal responsibility for the quality and timeliness of work.

Exhibits attention to detail; acknowledges and corrects mistakes. Makes no excuses or casts blame. Carries their fair share of the workload without waiting to be asked to take action. Follows up personally and monitors progress to ensure progressive movement of tasks. Can be counted on to complete commitments without being micromanaged.

• Attendance/Punctuality/Dependability Comes to work on time every day.

Is fully prepared and ready to work at beginning of work schedule and continues until workday is done. Makes appropriate arrangements when adverse weather or other problems might delay on-time arrival. Conforms to work hours and schedule. Lets supervisor and others know immediately when unexpected problems cause absence, lateness, or the need to leave early.

• Client Focus Builds client relationships; is aware of their needs to meet or exceed expectations; provides a WOW! Experience. Gains client trust and respect. Actively seeks client feedback on quality of service provided. Does not take issues personally and is quick to resolve client concerns. Applies knowledge of products and services to meet client requirements.
• Communication Skills Presents ideas clearly and effectively without offending others. Listens attentively and with objectivity; asks good questions. Communicates well verbally and in writing. Keeps supervisor and coworkers informed; ensures information and ideas flow in appropriate directions. Identify and communicate any obstacles in accomplishing tasks.
• Ethics and Integrity Builds Trust.

Respects and maintains confidentiality. Admits mistakes despite the potential for negative consequences. Always defines and practices moral and ethical behavior. Avoids situations and associations that could be considered inappropriate. Honest and transparent in all dealings. Upholds and models our core values; acts in such a way as to be the person others look up to.

• Job Knowledge and Continuous Improvement Strives to be an expert in their job and serves as a resource to others to help solve problems and improve performance. Actively acquires new skills and input from others. Views constructive criticism and negative experiences as learning opportunities. Open to suggestions and new ideas. Maintain CPE.
• Managing Change Adapts easily to changing conditions and work responsibilities. Supports the evolution of the firm and those around you. Able to acknowledge and work comfortably with people of differing styles, temperaments, and preferences. Bounces back quickly from setbacks and frustrations.
• Professional Presence Dresses appropriately for the position and role. Presents a well-groomed, clean and neat appearance. Appearance does not call undue or inappropriate attention to self. Appearance represents organization well.
• Results Focused Sets high goals and strives to achieve them. Seeks performance feedback and uses it to improve self. Stays on task in spite of distractions and interruptions. Demonstrates persistence; meets deadlines. Exhibits initiative. Has a strong sense of urgency about solving problems and getting the job done, especially during tax season.
• Team Focus Is aware of how their job affects coworkers and the morale and heartbeat of the team.

Maintains an upbeat, positive attitude. Fulfills commitments to other team members. Puts team success ahead of individual success. Balances team and individual responsibilities. Does not monopolize credit for others work. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typical of an indoor, office setting. Physical Functions The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to sit; talk; or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and depth perception. Experience, Education, and Licensure Bachelor's degree or equivalent experience working in a tax environment, or an equivalent combination of education and experience. Minimum 1-year experience in delivering excellent client service in a confidential, professional setting. Prior experience in a private tax firm preferred but not required. Demonstrated ability of superior organizational and documentation skills; must possess the ability to establish priorities and meet deadlines when faced with multiple, competing tasks; proven ability to possess and exercise initiative, courtesy, confidentiality, and discretion always; possess a positive and professional attitude.

Job Classification:

Non-Exempt Work Location:

In-person Pay:

$22.00 - $25.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Opportunities for advancement Vision insurance Wellness program

Education:

Bachelor's (Preferred)

Experience:

tax related: 1 year (Preferred)

Work Location:

In person