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Reid Accountants + Advisors Logo Reid Accountants + Advisors · Office Administration

Administrative Coordinator

United States, Woodbury Employment contract 55000.00 - 65000.00 USD / Year · Job Posted May 30, 2026
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Job Description

We are seeking a highly detail-oriented and adaptable Tax Collator to join our team. This individual will be responsible for assembling, reviewing, and finalizing tax return packages, supporting tax processing workflows, coordinating billing, and providing administrative support as directed by management.

Job Responsibility

  • Assemble and collate completed tax returns, including federal, state, and local filings
  • Organize supporting documentation (e.g., K-1s, W-2s, 1099s, financial statements) in accordance with firm standards
  • Prepare tax return packages for client delivery (paper and/or electronic via portals such as SafeSend)
  • Review deliverables for completeness, accuracy, and proper formatting prior to finalization
  • Assist with e-filing processes, including uploading returns and monitoring submission status
  • Coordinate signature requests and track receipt of signed documents
  • Maintain and update document management systems (e.g., CCH Document, GoFileRoom)
  • Communicate with tax team members regarding missing information or corrections
  • Support extension processing and deadline tracking during busy seasons
  • Assist with administrative tax processes, including scanning, filing, and data organization
  • Ensure all work complies with firm procedures, quality standards, and confidentiality requirements

Requirements

  • High school diploma required
  • Associate's or Bachelor's degree preferred
  • 1–3 years of administrative or office experience (public accounting experience preferred)
  • Familiarity with tax documents and basic tax terminology is a plus
  • Experience with document management systems or tax software (e.g., CCH, SafeSend) preferred
  • Strong attention to detail and organizational skills
  • Ability to manage multiple deadlines in a fast-paced environment
  • Proficiency in Microsoft Office (especially Outlook and Excel)
  • Strong communication and teamwork skills
  • Ability to work extended hours, including evenings and Saturdays, during peak tax seasons
  • Hybrid or in-office work environment depending on firm policy
  • Role requires handling sensitive client data with strict confidentiality

Nice to have

  • Familiarity with tax documents and basic tax terminology is a plus
  • Experience with document management systems or tax software (e.g., CCH, SafeSend) preferred
  • 1–3 years of administrative or office experience (public accounting experience preferred)

What we offer

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
  • Company-Paid Life and Long-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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