Tax & Compliance Coordinator

Remote (United States)

Job Details

Employment Type: Full Time

Industry: Financial Services

Work Experience: 1–3 years

Compensation: $55,000 - $60,000 per year

About the Role

This remote Tax & Compliance Coordinator position supports the preparation, review, and coordination of tax-related deliverables within a cost segregation department. The role assists with project documentation, technical tax tasks, quality control, deadline tracking, and internal communication to help ensure accurate and timely project completion.

The position also supports the preparation of Form 3115 filings, reviews financial and construction-related documentation, assists with basic tax research, and contributes to efficient project workflows and high-quality deliverables.

How Success Is Measured: Success in this role is measured by the timely and accurate completion of assigned tasks, responsive support for internal teams and clients, continued growth in technical proficiency, and meaningful contributions to project quality and efficiency.

What You’ll Do

• Assist with the preparation of Form 3115 filings and related tax documentation.
• Support quality control reviews of draft client communications and project deliverables.
• Assist internal teams with tax-related questions and escalate more complex matters when appropriate.
• Review project documentation for completeness and accuracy.
• Assist in identifying potential tax issues that may affect cost segregation studies.
• Help coordinate project timelines and track deadlines.
• Follow up on outsourced projects and outstanding deliverables.
• Maintain communication with internal teams regarding project status and progress.
• Perform basic tax research and support internal knowledge-sharing initiatives.
• Assist with reconciliation and data validation activities.
• Support project workflows from initiation through completion.
• Follow established processes and contribute to workflow and efficiency improvements.
• Assist with special projects and perform additional related duties as assigned.

Qualifications

Required Skills

• Demonstrated initiative and the ability to work independently with moderate supervision.
• Proactive and detail-oriented approach with strong organizational and time management skills.
• Ability to work collaboratively with cross-functional teams.
• Ability to manage multiple responsibilities effectively in a fast-paced environment.
• Ability to perform each essential duty satisfactorily.

Education and Experience

• Two to four years of related experience or training, or an equivalent combination of education and experience.

Technical and Industry Skills

• Basic accounting knowledge, preferably within cost segregation or a related field.
• Exposure to reviewing financial or construction-related documentation.
• Basic understanding of depreciation concepts and tax documentation, including Form 3115 preparation.
• Ability to assist with reconciliation and data validation tasks.

Communication Skills

• Excellent verbal and written communication skills.
• Ability to communicate effectively with individuals at all organizational levels.
• Ability to prepare reports and professional business correspondence.
• Ability to respond to inquiries and escalate issues appropriately.

Reasoning and Analytical Skills

• Strong attention to detail and the ability to identify discrepancies.
• Ability to interpret instructions presented in written, verbal, or schedule-based formats.
• Ability to support the analysis of data and documentation under guidance.

Organizational and Execution Skills

• Strong organizational skills and consistent attention to detail.
• Ability to support project workflows from initiation through completion.
• Ability to follow established procedures and contribute to process-efficiency improvements.

Computer Skills

• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
• Familiarity with customer relationship management and project management software.
• Ability to learn and adapt to new tools and systems quickly.

Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the position.

Benefits

• Medical insurance.
• Dental insurance.
• Vision insurance.
• Basic life insurance.
• Voluntary life insurance.
• Whole life insurance.
• Short-term disability coverage.
• Long-term disability coverage.
• Doctegrity services.
• Identity theft protection.
• Legal benefits.
• Pet benefits.
• 401(k) retirement plan.
• Paid time off.
• Additional benefits and employee programs.