Keep Clients Organized. Keep Work Moving. Make an Impact.
At Magone & Company, exceptional client service depends on more than accurate tax returns—it requires thoughtful coordination, clear communication, and attention to every detail.
As we continue to grow, we’re seeking a highly organized, technology-comfortable Tax Coordinator to support our tax and assurance professionals throughout the client engagement lifecycle. From organizing tax documents and coordinating e-filings to monitoring deadlines, communicating with clients, and assisting with financial statements, you’ll play an essential role in keeping our work accurate, timely, and moving forward.
If you enjoy creating order, solving problems, working with clients, and being the person others rely on to keep important details from falling through the cracks, we’d love to meet you.
About the Role
As our Tax Coordinator, you’ll serve as a central point of contact for clients and professional staff. You’ll help coordinate tax filings, government notices, client communications, billing follow-up, engagement workflows, reporting deadlines, and financial-statement production.
This is an opportunity to gain broad experience across tax, assurance, client service, billing, and firm operations—not simply perform routine administrative work.
Why You’ll Love It Here
At Magone & Company, you’ll have the opportunity to:
- Work directly with Partners and experienced accounting professionals
- Build meaningful relationships with clients
- Gain exposure to tax, audit and assurance, and firm operations
- Take ownership of important deadlines and client workflows
- Use modern cloud-based systems, automation, and AI-enabled tools
- Contribute ideas that improve processes and the client experience
- Grow within a close-knit, collaborative CPA firm where your work is visible and valued
What You’ll Do
- Deliver responsive client service by coordinating communications, document requests, engagement updates, and follow-up
- Support tax operations, including document collection, e-filing, tax notices, workflow tracking, and deadline management
- Assist with accounts receivable by processing invoices and payments and following up on outstanding balances
- Support client onboarding through meeting coordination, proposals, engagement letters, and workflow setup
- Assemble, proof, distribute, and securely maintain tax returns, financial statements, and client records
- Provide administrative and operational support to help the firm work efficiently and meet client commitments
What You’ll Bring
- Exceptional attention to detail and a strong commitment to accuracy and confidentiality
- Excellent organizational and time-management skills
- The ability to manage competing priorities in a deadline-driven environment
- Clear and professional written and verbal communication skills
- A responsive, client-service-oriented approach
- Strong proofreading skills and the ability to identify formatting, spelling, and numerical inconsistencies
- Comfort learning and working across multiple technology platforms and document portals
- Experience in a CPA firm, accounting environment, professional-services firm, or administrative client-service role preferred
Compensation & Benefits
Compensation is competitive and based on experience.
Our comprehensive benefits package includes:
- Employer-paid health and life insurance
- 401(k) with a 4% company match
- Paid time off and firm holidays
- Paid company-wide shutdown around the July 4th holiday
- Professional development and continuing education support
- Modern technology and AI-enabled workflow tools
- Long-term growth opportunities in a collaborative, close-knit firm
Why Magone & Company?
At a large firm, support professionals can become separated from the people, clients, and outcomes their work makes possible.
At Magone & Company, you’ll be part of the entire process. You’ll work closely with firm leadership and professional staff, communicate directly with clients, and see the impact of your contributions every day. Your ideas will be heard, your initiative will be valued, and your work will help shape an exceptional client experience.
Organize the Details. Support the Team. Strengthen the Client Experience.
Ready to grow with a modern, people-first CPA firm? Apply today and build your future with Magone & Company.
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