Tax Admin (ProConnect Experience)

Overview

This role is for a Tax Admin (Physician Tax) — Fully Remote. The position supports the logistics and communications needs of the tax team, helping ensure client messages and tax filing tasks move through the workflow accurately and on time. Tax work itself is handled by Tax Managers and Seniors.

Responsibilities

• Own the client message queue during assigned morning hours (8:00 to 10:00 AM Eastern):
  • Respond directly to logistical inquiries (status updates, document receipts, scheduling, and account questions)
  • Route technical questions to the appropriate Pod Senior with enough context for timely responses
• Handle inbound calls that come through “Quo” calls:
  • Manage logistics directly
  • Book calls with the Pod team when advisory support is needed
• Monitor and manage workflow across multiple client pods (seven pods; approximately 140 messages per day across all pods):
  • Run a pipeline review to confirm returns are on track against committed dates
  • Perform daily e-file checks for acceptances and rejections, and submit returns that are ready to file
• Complete fax batch tasks prepared by the tax team, including:
  • 2553s (prepared by the Senior)
  • 2848s (prepared by you)
  • 8821 transcript requests
  • Collections correspondence
  • Save every confirmation to the correct client folder in TaxDome
• Manage an afternoon workflow block for client document handling:
  • File incoming client documents
  • Notify the assigned Senior
  • Chase missing items, including engagement letters, organizers, W-2s, 1099s, K-1s, and brokerage statements
  • Follow up on unsigned 8879s
• Perform a second pipeline review before end of day to prevent surprises the next day
• When a return is at risk of missing turnaround time:
  • Flag it to the Pod Manager or Senior
  • Escalate to the Operations Manager
• Ensure nothing remains in the inbox overnight

Requirements

• At least 2 years in a tax or accounting firm in an admin, client coordinator, or similar front-line role
• ProConnect experience, especially with e-filing and tracking acceptances and rejections
• TaxDome experience is a big plus; experience with a comparable practice management tool is helpful
• Knowledge of what 8879, 2848, 2553, and 8821 are and what happens after each one is signed
• Clear, direct written communication
  • Writes to physicians throughout the day
  • Communicates with speed and precision
• Comfort with high volume and a fixed routine
  • Maintains structure while message volume continues throughout the day
• Ability to file items in the correct location the first time and follow up proactively without being asked

Compensation & Benefits

• Full-time, W-2
• Salary range: $40,000 to $60,000 (depending on experience)
• Standard hours: 8:00 AM to 5:00 PM Eastern
• Remote: Fully remote within the United States
  • Must be authorized to work in the US without sponsorship
• During filing season (roughly February through April, and again in September and October):
  • Expect longer days and some weekend availability

Location

Fully remote within the United States.