Rehmann

Administrative Coordinator - Advisory & Tax Dept.

Florida - Tampa (Rehmann Office), USA

Sponsorship not specifiedDetected 19 days ago

Project ManagementExcelCommunicationCritical ThinkingMicrosoft Office

About the role

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).
Coordinate tax return processing events such as creating organizers, estimate reminders, and communicate extension filing deadlines.

Engagement letters: Create client lists, mail merge, send via DocuSign, and follow up on signatures.
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.
Oversee e-file status, handle rejections, and manage Power of Attorney processing.
Maintain tracking for 1099 processing and PPT tax returns.

Demonstrate ability to handle communications and information in a professional manner, including addressing issues requiring discretion, or including confidential materials.
Required Skills/Abilities:
Associates degree, paralegal, and/or equivalent work experience.

Articulate in speech; communicates in a clear, fact-based manner.
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Ask concise, targeted questions to fulfill objectives and task completion.
Ensure other associates and supervisors are informed of progress and significant project developments.
Demonstrate critical thinking, sound judgment in making decisions, and ethical behavior in accordance with professional standards.
Demonstrate professional image, maturity, self-confidence, and positive attitudes.

This listing is sourced directly from Rehmann's careers page and normalized into a canonical job model.