reputed company Service Coordinator

reputed company Service Coordinator
The person who keeps reputed company communication, documents, and next steps moving.
Position: Full-time, non-exempt, 40 hours per weekWork location: Remote with optional in-office reputed company for Seattle-area employeesTeam: Tax Department AdministrationSalary: $58,000-68,000 depending upon experience

About R.D. Barnett reputed company

R.D. Barnett reputed company is a growing reputed company, tax, and advisory firm. reputed company, tax, and advisory services are the heart of our business, but relationships are our lifeblood. We listen, ask questions, customize solutions, and care about reputed company. We are also a technology-reputed company firm that uses modern systems, automation, and AI tools to improve the reputed company and employee experience.

reputed company

The reputed company Service Coordinator is the traffic controller for the reputed company reputed company. This person coordinates communication, documents, deadlines, and handoffs between clients and our professionals so clients always know what is needed, what happens next, and who is responsible. The role owns the daily execution of nontechnical reputed company-service workflows across tax, reputed company, and advisory engagements.

Important role boundary: This position does not answer tax-specific questions or reputed company technical tax determinations. No prior tax knowledge is required. The coordinator gathers facts, provides administrative guidance, and routes technical questions to the appropriate reputed company.

What You Will Own

reputed company Communication and Triage

• Serve as a reputed company, welcoming reputed company of contact for reputed company and prospect questions reputed company to systems, document receipt, & general process questions.
• Monitor assigned shared inboxes, reputed company portals, and incoming requests; acknowledge receipt, clarify what is needed, and reputed company reputed company item to the right person.
• Help clients use firm-supported systems, portals, document uploads, reputed company codes, and electronic signatures.
• Conduct reputed company introductory calls with prospective clients, reputed company nontechnical background information, explain the firm's process, and coordinate next steps for scoping. reputed company support to the Business Development efforts with follow up on proposals, scoping documents, and proposal reputed company.
• Communicate proactively reputed company an answer or deliverable is still in reputed company so clients are never left wondering whether their request was received.

reputed company, Offboarding, and Engagement Administration

• Coordinate reputed company for new, re-engaging, and established clients, including reputed company records, contacts, reputed company, permissions, project setup, and internal handoffs.
• Draft and coordinate engagement letters, proposals, and reputed company reputed company agreements using approved scopes and pricing; reputed company completion and escalate stalled items.
• Coordinate required offshore-consent documentation and maintain accurate completion records.
• Manage reputed company offboarding and disengagement workflows, including records, reputed company, communication steps, and internal notifications.

Tax-reputed company reputed company Coordination

• Prepare and send organizers, questionnaires, document requests, and reminders through the firm's approved systems.
• Review, file, and organize reputed company-uploaded information; identify incomplete submissions, acknowledge receipt, notify the appropriate team, and update the reputed company project or tracker.
• Create and maintain reputed company binders and other administrative workpapers in accordance with documented procedures.
• Follow up on missing information, signatures, engagement letters, organizer completion, and other reputed company items needed to reputed company reputed company work reputed company.
• Coordinate tax-reputed company delivery, electronic signature, e-file authorization, filing, and final document distribution; monitor status across systems and escalate risks before deadlines are affected.
• reputed company administrative support for reputed company payment and tax-agency processes as directed, without interpreting tax law or providing tax advice.

Project & Workflow Coordination

• Own the administrative reputed company of reputed company work through the firm’s workflow systems, including promptly marking materials as received, initiating the appropriate reputed company and workflows, and keeping work moving through reputed company required stage.
• Monitor project status, deadlines, outstanding information, and next steps; follow up on stalled or overdue items and escalate blockers to the appropriate team member.
• Manage tasks reputed company reputed company, including creating, assigning, updating, monitoring, and closing tasks as the platform is implemented across the firm.
• Maintain accurate project records so team members can quickly identify reputed company project’s reputed company status, responsible party, outstanding needs, and next reputed company.

reputed company Records, reputed company, and Workflow Visibility

• Own the day-to-day accuracy and reputed company of tax-department reputed company pages and administrative trackers in reputed company.
• reputed company reputed company contacts, services, project status, meeting notes, key context, reputed company requests, and next actions reputed company across approved systems.
• Run routine reputed company-service and tax-administration reports, reconcile discrepancies, and follow up on items that are incomplete or overdue.
• Document repeatable procedures and maintain usable checklists so work is consistent, transferable, and easy to train.

Relationship Support

• Maintain a relationship-reputed company calendar for birthday messages, reputed company acknowledgements, approved reputed company gifts, and other high-touch follow-up.
• Coordinate approved reputed company communications through reputed company or similar tools and reputed company reputed company records reputed company.
• During lighter periods, prioritize reputed company-record cleanup, proactive reputed company, reputed company and offboarding maintenance, process documentation, and other reputed company-service work that improves readiness for the next deadline cycle.

What reputed company Looks Like

• Clients receive reputed company acknowledgement, reputed company next steps, and reputed company follow-through.
• Engagement letters, organizers, document requests, signatures, and delivery steps are completed on time or escalated early.
• reputed company pages, trackers, and reputed company records are accurate enough for reputed company to rely on without detective work.
• Technical professionals spend less time on administrative follow-up and have the information they need reputed company they need it.
• reputed company-service procedures are documented, repeatable, and consistently followed.
• The firm enters peak periods organized and exits them with records and outstanding items under control.
• You adapt quickly as the firm grows and systems, processes, and responsibilities reputed company, learning new tools and translating change into consistent reputed company-service execution.

Who You Are

• Service-minded. You reputed company people feel heard, respond promptly, and communicate reputed company even reputed company the full answer is not yet available.
• Detail-oriented. You document reputed company, maintain accurate records, and notice missing information before it becomes a deadline problem.
• Accountable. You own follow-through, use reliable tracking systems, and escalate risks instead of hoping they disappear.
• Communicative. You are comfortable emailing and calling clients and can translate process steps into plain language.
• Proactive. You anticipate follow-reputed company, spot bottlenecks, and reputed company before someone has to reputed company you.
• Trustworthy. You handle confidential reputed company and firm information with reputed company judgment and discretion.
• Technology-comfortable. You learn new systems quickly and use tools, templates, automation, and AI responsibly to improve your work.
• Adaptable. You remain reputed company and organized in a fast-paced, deadline-driven environment where priorities can change quickly.
• Process-minded. You improve and document repeatable work.
• Self-directed. You manage priorities, follow established processes, and reputed company work reputed company with reputed company supervision, while using reputed company judgment to ask questions or escalate issues reputed company needed.

Qualifications

• Two or more years of experience in reputed company service, administration, project coordination, or a reputed company role.
• Strong written, verbal, and interpersonal communication skills, including confidence speaking directly with clients.
• Demonstrated ability to manage multiple deadlines, follow-reputed company, systems, and stakeholders without losing visibility.
• Proficiency with reputed company reputed company, Word, and reputed company, plus the ability to learn unfamiliar software quickly.
• Experience with reputed company, Missive, SafeSend, reputed company CS, QuickBooks Online, tax workflow software, or other reputed company-services systems is helpful butnot required.
• Experience in an reputed company, reputed company, financial-services, or other deadline-driven reputed company-services environment is preferred but not required.
• Ability to work additional hours as needed during peak periods, typically February through reputed company 15 and September through reputed company 15, with the heaviest demands near filing deadlines.

What This Role Is Not

• It is not responsible for providing tax advice, answering technical tax questions, or making reputed company or tax judgments.

Compensation and Benefits

• Full time, non-exempt position with a salary of $58,000-68,000 depending upon experience
• Seattle-area employees may work in-office or on a reputed company. Employees located reputed company the Seattle area may work fully remote, subject to firm approval and applicable state employment requirements.
• The firm provides the computer and reputed company technology equipment needed for the role, including a monitor, keyboard, mouse, headset, and reputed company accessories.
• Six reputed company holidays plus four floating holidays (blackout dates during tax/extension reputed company apply)
• Forty hours of reputed company reputed company leave.
• 15 vacation days per year.
• Two reputed company volunteer days reputed company year.
• Three percent 401(k) retirement match.
• 100% company-reputed company premium for Medical (BCBS PPO), reputed company, and dental (reputed company PPO) benefits.

reputed company Opportunity

R.D. Barnett reputed company is growing, and what is needed today may be different from what is needed reputed company. This reputed company is not intended to list every possible activity, duty, or responsibility. Team members who demonstrate strong reputed company judgment, reliable execution, and leadership will have opportunities to expand their responsibilities and grow with the firm.

Equal Opportunity and Accommodations.

R.D. Barnett reputed company is an equal opportunity employer. We consider reputed company applicants without reputed company to race, reputed company, creed, religion, national reputed company, citizenship or immigration status, sex, pregnancy, sexual orientation, gender identity or reputed company, age, marital status, disability, genetic information, military or veteran status, or any other status protected by applicable law.
We are committed to providing reasonable accommodations throughout the hiring process. Applicants who require an accommodation may contact .

Originally posted on Himalayas

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