Batts Morrison Wales & Lee, P.A. ยท 1 month ago
Tax Workflow Coordinator
Dallas, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expBatts Morrison Wales & Lee (BMWL) is a national CPA firm dedicated to serving nonprofit organizations. The Tax Workflow Coordinator will manage tax compliance and project workflows, oversee deadlines, and assist the tax team in various administrative tasks.
Accounting
Responsibilities
Management of tax compliance and tax project workflow
Oversight and management of tax and information return deadlines
Oversight and monitoring of client-promised due dates for major projects
Oversight and implementation of monthly tax billings
Reporting to tax partners on monthly tax team metrics and generating underlying reports
Maintenance of tax workflow software
Onboarding new tax work
Assisting other team members in assembling returns and filings for submission to taxing authorities
Coordinating client and team meetings
Preparation of correspondence to clients and/or tax authorities
Developing and assisting with implementing new systems to streamline tax work
Other responsibilities as assigned by tax team leadership
Qualification
Required
2-3 years of experience in tax workflow management or tax administration in a public accounting firm
A genuine desire to serve nonprofit organizations with excellence
Exceptional interpersonal and communication skills, both written and oral
Detail-oriented with strong time-management and organizational skills
Tech savvy
Critical thinker
A self-starter who learns quickly and maintains a strong focus on accuracy and efficiency
Proficiency in Microsoft Office Suite and Adobe Acrobat products is required
Preferred
Bachelor's Degree is preferred, but not required
Experience with CCH Axcess or other tax workflow management software is preferred, but not required
Company
Batts Morrison Wales & Lee, P.A.
Batts Morrison Wales & Lee (BMWL) is a national CPA firm dedicated exclusively to providing truly excellent professional services to churches, ministries, and other nonprofit organizations.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Danny Johnson
Partner - Audit and Assurance Services
Kaylyn Varnum
Partner, Assistant National Director of Tax Services
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