Tax Support Coordinator
Description
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
The Tax Support Coordinator is an essential team member providing high-level administrative, operational, and client service support within the tax department. This ideal candidate will be proactive, organized, and detail-oriented, capable of managing various tasks, maintaining internal systems, and coordinating across teams. Strong communication and multitasking skills are essential.
Responsibilities:
- Oversee document and client database systems; create and manage client records, track job statuses, update systems regularly, and ensure timely cleanup and compliance.
- Request missing client documentation and assist with 1040-related documents.
- Order and manage catering for meetings, plan and execute group events, organize internal networking meetings, and handle logistics for monthly group meetings.
- Oversee meeting logistics, including agenda review, scheduling, room setup, food and drink arrangements, and technical support, and act as the primary event contact.
- Prepare and process client engagement letters and POAs, ensuring accuracy and compliance.
- Oversee onboarding processes, including task tracking, meeting scheduling, and internship program coordination.
- Submit external CPE requests, obtain documentation for internal training, and liaise with KSM Learning for process updates.
- Schedule and coordinate internal and external meetings, including booking rooms, virtual links, agendas and logistics.
- Travel Coordination: Arrange travel bookings, including flights, accommodations, and transportation.
- Submit employee reimbursements and credit card expense reports.
- Create, edit, and proofread documents, including Word, Excel, and PowerPoint presentations, agendas, reports, and special projects.
- Complete unique tasks or special assignments as requested, demonstrating adaptability and problem-solving skills.
- Address team requests, work closely with tax team members, and support various projects and initiatives.
Qualifications:
- 3+ years of administrative or operational experience, preferably within tax, finance, or a professional services firm.
- Strong organizational and time-management skills.
- Excellent written and verbal communication.
- Proficient in Microsoft Office Suite, especially Excel, Teams, and Outlook.
- Ability to multitask and manage competing priorities in a fast-paced environment.
- Detail-oriented with a focus on accuracy.
- Proactive problem-solver with a customer-service mindset.
- Ability to handle confidential information with professionalism.
- Strong collaboration skills and ability to work across multiple teams.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.