Overview
Tax Administrative Coordinator Jobs in Wheat Ridge, CO at SP Tax & Accounting
Tax Administrative Coordinator
Who we are:
We are trusted leaders providing strategic tax and accounting advisory services, specializing in tax planning, tax preparation, entity creation and dissolution, monthly accounting, and payroll. Our focus is on accuracy, responsiveness, and client service. We are a small, collaborative team that is committed to delivering forward thinking solutions, results driven strategies for our clients, values professionalism, and offers a friendly office environment.
As we continue to grow, we are seeking a Tax Administrative Coordinator with experience supporting tax professionals and/or an accounting office. This role is the cornerstone of our front-office operations, ensuring clients are welcomed warmly and documents are managed efficiently and securely.
Position Summary:
The Administrative Professional plays a key role in client service and office coordination. The ideal candidate is proactive, detail-oriented, and adaptable — able to manage a variety of administrative tasks while maintaining a positive and professional demeanor. This is a full-time, in-office position in Wheat Ridge, CO.
Key responsibilities:
- Greet clients and manage front-office customer service
- Answer incoming phone calls, direct inquiries, and take accurate messages
- Check in client tax returns and verify documentation completeness
- Scan, label, and electronically file client documents accurately
- Assemble completed tax returns for client delivery or e-filing
- Upload finalized returns and supporting documents to the secure client portal
- Download and distribute portal uploads to the correct tax professional
- Schedule and confirm client appointments; manage the firm calendar
- Maintain office supplies and coordinate reorders as needed
- Oversee basic equipment maintenance and service calls
- Process daily/weekly bank deposits and ensure proper documentation
- Process client invoices and coordinate with bookkeeping staff
- Support the tax team with special projects and seasonal administrative tasks
Qualifications & skills
- 2–3+ years of administrative experience in a tax, accounting, or professional services firm
- Creates a welcoming and client focused experience
- Experience with electronic document filing systems and client portals preferred
- Strong organizational and multitasking abilities
- High attention to detail and accuracy when handling client data
- Friendly, professional communication skills (in person, by phone, and email)
- Proficiency with Microsoft Office (Word, Excel, Outlook); experience with tax software or portals a plus
- Discretion and confidentiality in handling financial information
- Reliable, punctual, and adaptable to changing workload demands during tax season
- Familiarity with tax preparation workflows and electronic filing/scanning
- Takes pride in providing accurate and thoroughly checked worked
- Ability to anticipate needs and address small issues before they become larger ones
- Can stay composed and focused in a busy working environment
Compensation and benefits
- Salary range: $24-28 per hour
- Paid time off, paid holidays, 401K
Like what you have read? Let’s talk.
To join our team and help us continue delivering exceptional service to our clients with professionalism, accuracy, and care, please submit your resume. Be sure to highlight your relevant experience in administrative roles within a tax, accounting, or financial services firm. Applications can be emailed to [email protected]
Job Type: Full-time
Pay: $24.00 – $28.00 per hour
Benefits:
- 401(k)
- Paid time off
Work Location: In person
Title: Tax Administrative Coordinator
Company: SP Tax & Accounting
Location: Wheat Ridge, CO
Category:
