Administrative Coordinator - Advisory & Tax Dept.

Your Passion. Your Purpose. 

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/  

Job Description:

Job Summary:

Provides a broad range of administrative and tactical support for the Advisory and Tax department including administration of projects, assists in the execution of client management, quality control, and job workflow.

Essential Duties/Responsibilities:

• Client Management
  • Engagement letters: Create client lists, mail merge, send via DocuSign, and follow up on signatures.
  • Consent form management (7216 Marketing, 7216 RFG, 3rd party release forms, offshore).
  • New client setup and closing out clients in systems (GFR, Axcess, TaxCaddy, Suralink).
  • Manage TaxCaddy tasks (document sorting, user setup, sending requests).
  • Manage client communication regarding estimates, extensions, and notices (mail/email clients and handle certified mailing).
  • Initiate and maintain effective communication with clients, ensuring timely flow of data, reminders for meetings, deadlines, and deliverables.
  • Coordinate tax return processing events such as creating organizers, estimate reminders, and communicate extension filing deadlines.
  • Foster positive relationships with clients and associate by addressing their inquiries and concerns promptly.
• Quality Control
  • Ensure accurate filing of extensions and estimates to GFR.
  • Oversee e-file status, handle rejections, and manage Power of Attorney processing.
  • Facilitate and coordinate as needed Federal/State notices and responses, ensuring timeliness and correctness.
  • Maintain tracking for 1099 processing and PPT tax returns.
• Workflow and Process Tracking
  • Axcess Tax batch manager: Create and compare reports for tax returns and batch management (1040, 1065, 1120S, etc.).
  • Track and manage tax return processes (paper, SafeSend, SFT), and monitor due dates and workflows in GFR.
  • Oversee batch extension processing, organizer creation and delivery (both PDF and physical).
  • Ensure certified mailing processes are timely and recorded in GFR.
  • Assist with CCH Scanning and AutoFlow

Required Skills/Abilities:

• Proficient in Microsoft Office suite, including the ability to prepare correspondence, reports, tables, and exhibits, combined with knowledge in using Outlook, Excel, and tax-specific software for project management and scheduling.
• Articulate in speech; communicates in a clear, fact-based manner.
• undefined
• Ask concise, targeted questions to fulfill objectives and task completion.
• Ensure other associates and supervisors are informed of progress and significant project developments.
• Demonstrate ability to handle communications and information in a professional manner, including addressing issues requiring discretion, or including confidential materials.
• Ability to prioritize work and manage time to meet timelines and firm’s expectations.
• Demonstrate critical thinking, sound judgment in making decisions, and ethical behavior in accordance with professional standards.
• Demonstrate strong attention to detail, proactively seek opportunities to learn, apply acquired knowledge effectively, and consistently bring innovative ideas to the table.
• Demonstrate professional image, maturity, self-confidence, and positive attitudes.

Education:

• Associates degree, paralegal, and/or equivalent work experience.

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.