gilbert
Tax Administrative Coordinator
Sacramento, California
Sponsorship not specifiedDetected 21 days ago
AccountingERPLeadershipCommunicationOrganizational SkillsMicrosoft Office
About the role
- Supportive, motivating, inclusive, and approachable leadership are more than words to us; at Gilbert, they are our foundation.
Responsibilities
- Oversee tax return workflow across systems (client portal, document management, tax software, e-file, enterprise resource planning)
- Maintain accurate, real-time status tracking across all stages
- Support system improvements and new technology adoption
- Tax Department Support
- Coordinate receipt and tracking of client documents
- Serve as a primary contact for client document submissions
- Support onboarding of new tax clients
- Provide front desk support as needed (calls, visitors, mail, scheduling)
Requirements
- Proficiency in Microsoft Office and Adobe Acrobat
Nice to have
- Do you love public accounting and want to join a team that will encourage your professional growth and afford you the opportunity to work with a diverse client base?
- Supportive, motivating, inclusive, and approachable leadership are more than words to us
- at Gilbert, they are our foundation.
- Gilbert CPAs is one of the largest regional accounting firms and has been serving individuals and organizations in Sacramento and throughout California since 1984.
- We're passionate about what we do and the clients we serve.
- We have been recognized by the Sacramento Business Journal as an A+ Employer.
- The ideal candidate understands how information moves across platforms and takes responsibility for maintaining workflow visibility, data integrity, and process consistency in a deadline-driven environment.
- Workflow & Systems Coordination
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