Tax Workflow Coordinator

Posted 2 Days Ago
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Grand Rapids, MI, USA
In-Office
Senior level
Professional Services • Consulting
The Role
Provides tax return processing, e-filing, financial statement and correspondence editing, presentation preparation, and administrative support in an accounting firm. Duties include client reception backup, phone support, document handling, report preparation, and coordinating workflow for principals and staff. The role requires strong organization, proofreading, time management, attention to detail, Microsoft Office proficiency, and the ability to work onsite Monday through Friday, with occasional Saturdays.
Summary Generated by Built In

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 36th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Doeren Mayhew is seeking a full-time Tax Workflow Coordinator to join our Grand Rapids, MI office. This position will provide high level client service and administrative office support to Principals, Staff and Clients.

Responsibilities:
• Process tax returns, including E-filing of tax returns
• Proofread, edit, and process financial statements, reports, and correspondence
• Provide project-based professional administrative support to team members
• Provide back-up support for reception, greeting clients and visitors in a friendly, professional manner upon arrival at the office, and answering and transferring incoming calls to appropriate team members
• Assist team members with preparing reports, drafting letters, memos, and other client related correspondence
• Prepare materials for presentations and client meetings using Microsoft Excel, PowerPoint and Word
• Assist with clerical duties including printing, scanning, filing and faxing documents
• Other ad hoc administrative duties as needed

Qualifications:
• Associate’s degree (or equivalent experience)
• 5+ years of administrative or clerical experience required
• 2+ years of experience in an accounting firm, processing tax returns and financial statements, is strongly preferred
• Ability to work in the office Monday through Friday. Saturdays may be required at times.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe
• Ability to quickly learn new software programs is a necessity. Experience with CCH Workflow, Axcess/E-filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, and/or SafeSend Returns is a plus
• Exemplary writing, proofreading and editing skills
• Strong organization and problem-solving skills and excellent attention to detail, to help maintain production accuracy and meet critical deadlines
• Excellent time management skills with the ability to multi-task and prioritize work
• Ability to work independently and with a team
• Basic accounting knowledge preferred

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Skills Required

  • Associate's degree or equivalent experience
  • 5+ years of administrative or clerical experience
  • 2+ years of experience in an accounting firm processing tax returns and financial statements
  • Ability to work in the office Monday through Friday; occasional Saturdays may be required
  • Proficiency in Microsoft Word, PowerPoint, Excel, Outlook, and Adobe
  • Ability to quickly learn new software programs
  • Experience with CCH Workflow, Axcess/E-filing, STAR Time Entry, SurePrep, TaxCaddy, Salesforce, or SafeSend Returns
  • Exemplary writing, proofreading, and editing skills
  • Strong organization and problem-solving skills with excellent attention to detail
  • Excellent time management skills and ability to multitask and prioritize work
  • Ability to work independently and with a team
  • Basic accounting knowledge
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The Company
1,500 Employees
Year Founded: 1932

What We Do

Doeren Mayhew is an assurance, tax and advisory firm that guides privately held businesses and their management teams toward success. The organization combines a traditional CPA practice with a broader advisory structure: Doeren Mayhew Assurance provides attest services, while Doeren Mayhew Advisors and subsidiaries provide tax and business consulting. Its approach emphasizes holistic guidance, strategic partnership and navigating complex business challenges.

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