Production Coordinator - Remoto

ob Title: Production Coordinator

Schedule: Monday – Friday 8:00AM – 4:30PM, 40 hours per week

Location: Remote

Perks:

• Monthly compensation in $USD
• Permanent work-from-home position
• Brand-new, complete equipment set-up provided by the company
• 15 days PTO, Holidays off

Job Summary

The Production Coordinator is a professional who completes administrative duties for the deliverables of our organization and serves as a direct link between technical staff (CPA’s, preparers, and bookkeepers) and the administrative team. The role includes administering deliverables to clients, managing client technical questions and issues, operating as a return final processor, assisting technical staff with inquiries, and electronically filing tax returns while following company procedures to close the tasks. This staff member will be required to work directly with automation technology. This position is ever-evolving due to consistent industry changes and technological advancements; therefore, it requires a technologically advanced staff member who is excited to work in an innovative firm environment who embraces AI.

Duties/Responsibilities

• Manage state and federal agency client notices intake and follow-up
• Maintain client FTB & IRS transcripts and estimated payments for technical staff
• Create and manage POA’s, including expirations, set ups, collection of signatures, and submission
• Manage new client CRM set up
• Manage inactivate process
• Assist technical staff with administrative needs
• Data collection and research for client inquiries. Give client response if no Client Facilitator involvement is needed
• Provide solution recommendations to Client Facilitators for any client issues and/or corresponding on the Client Facilitators behalf
• Source document scanning
• CRM workflow updates as assigned
• Manage incoming client correspondence via #Documents in Qount
• Administer correspondence for clients (i.e. Lender letters, LOI, etc.)
• Provide administrative support and front-line customer service to assist in administering specific programs, follow-ups, and coordinate with procedures/processes for divisional projects
• Internal and external customer service and communication specialist
• Accept client documents and process tax returns for signatures and submission
• Demonstrate professionalism while assisting client with questions about electronic processes and/or provide solution-based approach to answer client requests
• Processes tax returns and other deliverables for client delivery
• Collects necessary client signatures for e-filing of returns
• Email and written correspondence typist
• Assist clients in Qount portal support
• Manage projects in MS Planner or other operating systems
• Maintain helpful, willing, and responsive attitude with all interactions
• Any other tasks and responsibilities, not limited to above, as assigned

Required Skills

• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Excellent organizational skills and attention to detail
• Must be a self-starter and work well with a team, as well as independently
• Excellent time management skills with a proven ability to meet deadlines
• Ability to function well in a high-paced and at times stressful environment Strong attention to detail
• Proficient with Microsoft Office Suite (Outlook, Excel, Word, Etc.)

Education and Experience

• Minimum of high school diploma or equivalent
• Minimum of 3 years of office administration experience required