Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence  – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Position Summary:

At KSM, our people are at the center of everything we do. As a Tax Support Coordinator, you will play a key role in supporting our tax teams by delivering high-quality administrative, operational, and client service support. This role is essential to maintaining efficient day-to-day operations, enabling our client service teams to focus on delivering value to our clients.

You will work closely with tax professionals and operations teams to coordinate workflows, manage documentation, and support internal and external communication. This position is well-suited for someone who is highly organized, detail-oriented, and thrives in a collaborative, fast-paced environment.

Responsibilities:

Tax Operations & Workflow Support

• Monitor team workflows and manage incoming requests to ensure timely response and balanced workload distribution
• Track engagement progress and provide visibility through reporting and dashboards
• Identify and address workflow gaps to improve team efficiency

Client Deliverables & Documentation

• Maintain tax documentation systems to ensure accuracy, timeliness, and accessibility
• Prepare and process engagement letters and Powers of Attorney (POAs)
• Follow up with clients to obtain required documentation, including signed tax forms
• Support client outreach to gather missing information

Tax E-Filing Support

• Assist with tax e-filing activities in accordance with firm procedures and deadlines
• Monitor filing statuses and escalate errors or exceptions as needed

Coordination & Administrative Support

• Coordinate meetings, calendars, and travel arrangements for tax team members and leaders
• Prepare, proofread, and format professional documents
• Submit and track expense reports and reimbursements in accordance with firm policies
• Support onboarding activities and assist with CPE coordination and recordkeeping
• Provide general office support and assist with client document intake in coordination with processing teams

Requirements/Qualifications

• Associate or bachelor’s degree in business, administration, or related field preferred
• 3+ years of administrative or operations support experience, preferably within a professional services environment
• Strong attention to detail and commitment to producing accurate, high-quality work
• Effective organizational and time management skills, with the ability to manage multiple priorities
• Strong written and verbal communication skills
• Proficiency in Microsoft Office and ability to learn new technologies
• Professionalism, discretion, and sound judgment

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.