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About the Role

We are seeking an experienced and dynamic Tax Workflow Administrator to coordinate and manage the firm's income tax compliance workflow. This role serves as the central point of coordination among tax professionals, administrative staff, and management to balance workloads, identify bottlenecks, and keep tax engagements moving efficiently. The successful candidate must develop a strong working knowledge of income tax compliance processes, deadlines, and the operational needs of the tax department.

Responsibilities

Manage and monitor the firmwide tax return schedule from onboarding through filing.
Schedule newly onboarded clients and recurring tax engagements.
Coordinate preparation, review, delivery, extension, and filing deadlines.
Assign and balance work based on team capacity, experience, and engagement complexity.
Maintain accurate assignments, deadlines, priorities, and statuses in the workflow system.
Lead weekly tax scheduling meetings and track resulting action items.
Meet regularly with tax management to review capacity, priorities, and workflow concerns.
Identify stalled engagements and work with the appropriate team members to resolve bottlenecks.
Communicate scheduling changes, priorities, and deadline risks to the tax team.
Coordinate follow-up for missing client information, approvals, and electronic signatures.
Prepare workflow and capacity reports for tax management.
Promote consistent use of the firm's workflow procedures and systems.
Assist with tax-season planning and ongoing process improvements.

Requirements

Bachelor's degree in accounting, Finance, or related field required.
Accounting-firm or tax-department experience is preferred.
Experience in workflow coordination, project management, administration, or professional services is preferred.
Strong organizational, scheduling, and follow-up skills.
Ability to manage a high volume of engagements and competing deadlines.
Clear and professional written and verbal communication skills.
Strong attention to detail and commitment to maintaining accurate information.
Comfortable following up with team members and reinforcing deadlines.
Proficiency with workflow management systems, Microsoft Excel, Outlook, and similar business software.
Ability to handle confidential client and tax information appropriately.

Skills

Organization and time management
Ownership and follow-through
Proactive communication & responsiveness
Accountability
Problem-solving
Attention to detail
Adaptability
Team collaboration

Location

Islandia, New York
New York City
St. Petersburg, Florida

Work Type

Full-time

Education Level

Bachelor's degree

Benefits

Near-100% Employer-Paid Medical Premiums
Dental and vision options
401(k) Retirement Plan with employer matching
Ancillary Insurance Options
Immediate PTO Accrual
8 Company-Paid Holidays
Summer Hours Program (half-day Fridays)
Tax Season Meals
Summer Lunch-and-Learns
Onsite Continuing Education
Casual Dress Code
Structured Mentor Program
Employee Volunteer Program (additional paid time off for community involvement)
Engaging Team-Building Events

About the Company

At SMG ABA LLC, we foster a unique team spirit and are guided by core values.
We have been recognized as a seven-time Inc. 5000 company.
We offer a dynamic and vibrant work environment with headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida.

Equal Opportunity

We are an EOE.