About the role

  • Tax Processing Coordinator at KSM ensuring precision in tax return processing. Support engagement teams, maintain quality standards, and collaborate on deliverables.

Responsibilities

  • 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

Requirements

  • 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

Benefits

  • flexibility to manage your time
  • resources to grow
  • team that genuinely cares about your success
  • workplace where your career and personal life can thrive together

Job title

Tax Processing Coordinator

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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