Batts Morrison Wales & Lee, a national CPA firm dedicated exclusively to serving nonprofit organizations, is seeking a highly motivated, positive, and committed candidate with at least 2-3 years’ experience in tax workflow management or tax administration in a public accounting firm. The ideal candidate will have excellent skills in written and oral communication; attention to detail; interpersonal relations; use of technology; client service; critical thinking; time management; and organization. Responsibilities Management of tax compliance and tax project workflow Oversight and management of tax and information return deadlines Oversight and monitoring of client-promised due dates for major projects Oversight and implementation of monthly tax billings Reporting to tax partners on monthly tax team metrics and generating underlying reports Maintenance of tax workflow software Onboarding new tax work Assisting other team members in assembling returns and filings for submission to taxing authorities Coordinating client and team meetings Preparation of correspondence to clients and/or tax authorities Developing and assisting with implementing new systems to streamline tax work Other responsibilities as assigned by tax team leadership Qualifications and attributes Self-starter, independent thinker, fast learner, and extremely focused on accuracy and efficiency of work Passion for serving nonprofit organizations with excellence in the details Experience serving churches and faith-based organizations (denominational, missionary, evangelistic, media-oriented, humanitarian relief, schools, foundations) is a plus Education Degree Requirements: Bachelor’s Degree is preferred, but not required. Computer Skills Computer Skills: Proficiency in Microsoft Office Suite and Adobe Acrobat products is required. Experience with CCH Axcess or other tax workflow management software is preferred, but not required. Seniority level Entry level Employment type Full-time Industries Accounting #J-18808-Ljbffr
Tax Workflow Coordinator • Dallas, TX, United States
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