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Tax and Accounting Administrative Coordinator

Company Overview

Founded in 1969, MBAF is ranked nationally as a Top 40 accounting and advisory firm and has been named one of the Best of the Best firms in the country by INSIDE Public Accounting for many years running. And in 2017 and 2018, MBAF ranked as a Best Place to Work and #8 Largest Hispanic-Owned Business by the South Florida Business Journal and an Accounting Today Best Accounting Firm to Work. Because we are committed to creating an engaging and supportive workplace for our employees, we are especially honored to hold these titles.

More than 600 highly qualified employees serve domestic and international clients across a broad range of industries and practices from our offices across the country. We offer a complete portfolio of services including assurance, tax and accounting, advisory, private client wealth, and technology consulting. We are known for our expertise, reputation, hands-on service to our clients, and commitment to our community.

Position Summary

The Tax Administrative Coordinator (TAC) performs various duties to support the tax operations of the firm.  The TAC is the primary point of contact for all tax documents in the NYC office.  The TAC supervises and coordinates the tax work flow system and process for the firm’s NYC office.

Responsibilities

  • Maintains the XCM Work flow database in collaboration with designated partner and/or director assistance.
  • Primary point of contact for all tax workpaper documents for the NYC office.
  • Logs proper client info into XCM and distributes appropriate tax documents to scanners.
  • Collaborates with tax preparers and reviewers to ensure proper document routing and preparation.
  • Serves as initial quality control for all tax prep documents scanned.
  • Maintains client information in firm databases and systems as necessary.  
  • Implements E-filing processes for all tax returns for the NYC office (as appropriate) and corrects e-file rejections with support from Partners and CCH.
  • Provides research and support for firm projects as needed.
  • Monitors scan server for any conflicts or issues with DMS and informs IT department of any critical issues with the scan server and/or contact CCH Support directly.

Qualifications and Requirements

  • Three+ years of experience as an Administrative Assistant is required
  • Previous experience working in an accounting or professional services firm is preferred
  • Demonstrated effective verbal and written communication skills
  • Strong judgment, problem-solving, and decision-making abilities
  • Ability to work independently and manage multiple assignments in a fast-paced environment

Benefits

The perks of being an MBAF employee go far beyond the basics of a typical accounting firm. MBAF’s staff can enjoy flexible work schedules, internal clubs like The Women of MBAF, participating in company sports like yoga or flag football, volunteering for non-profit initiatives, and attending training programs through MBAF University. Our traditional benefits include healthcare coverage, life insurance, long-term disability insurance, 401K plan, paid transportation and parking (depending on the office), vacation time of about 3 weeks not including holidays.

“At MBAF, we strive to create a supportive and enjoyable work environment for our employees because we understand that they are our greatest strength,” said Tony Argiz, CEO and Chairman of MBAF.

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