Rehmann
Administrative Coordinator - Advisory & Tax Team
Michigan - Grand Rapids (Rehmann Office), USA
Sponsorship not specifiedDetected 18 days ago
Project ManagementExcelCommunicationCritical ThinkingMicrosoft Office
About the role
- 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.
Responsibilities
- Engagement letters: Create client lists, mail merge, send via DocuSign, and follow up on signatures.
- Manage SafeSend Gather 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.
- 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.
- Ability to prioritize work and manage time to meet timelines and firm's expectations.
Skills
- Associates degree, paralegal, and/or equivalent work experience.
- Articulate in speech; communicates in a clear, fact-based manner.
- Ensure other associates and supervisors are informed of progress and significant project developments.
- Critical thinking, sound judgment in making decisions, and ethical behavior in accordance with professional standards.
- Professional image, maturity, self-confidence, and positive attitudes.
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This listing is sourced directly from Rehmann's careers page and normalized into a canonical job model.