Financial Operations Coordinator

Description

Our Company

Saville CPAs & Advisors (Saville) is a Certified Public Accounting Firm based in Dallas, Texas. Our mission is to deliver personal service while passionately exceeding the expectations of our clients, our people, and our communities. Saville is consistently ranked as one of the top 25 accounting firms in Dallas/Fort Worth by the Dallas Business Journal and is currently ranked in the top 200 national accounting firms by Inside Public Accounting. We offer rewarding opportunities for ambitious, career-minded professionals looking to grow with our firm from intern to future partner.

The Role
Financial Operations Coordinators (FOCs) primarily assist our tax professionals with the smooth and timely preparation and filing of tax returns for the firm’s clients. FOCs gather and organize financial data, ensure the accuracy and completeness of documentation, input data into tax preparation and filing software, and provide ongoing technical and administrative support to all departments within the Company through a variety of tasks or projects. They liaise with clients, vendors, and tax agencies to obtain necessary information, address inquiries related to tax filings, and remit, facilitate, and coordinate financial payments.

Responsibilities and Duties

• Complete work in person at our Dallas office at 3-4 days per week (hybrid work arrangement)
• Collate, assemble, proof, process, file, and track tax returns electronically and/or by mail
• Communicate with clients, vendors, tax agencies, and other employees by mail, email, and phone
• Create, track, and manage engagement letters, ensuring accuracy and compliance
• Oversee and coordinate the receipt and remittance of financial payments related to Company services rendered or received
• Manage and maintain the inflow, outflow, and retention of company and client information with clients and other departments within the Company
• Assist tax professionals with questions or issues on filings, notices, reporting, etc.
• Understand the significance of key dates and deadlines and how they affect the processing and filing of tax returns
• Collaborate with other Company departments to complete projects and tasks

Qualifications

Requirements and Qualifications

• Undergraduate degree preferred; High School Diploma required
• 2+ years of support, office, or administrative experience
• 2+ years of support, office, or administrative experience in a professional services firm preferred
• Knowledge of Records and Tax Processing operations and procedures preferred
• Proficient in Microsoft Office applications
• Experience with CCH and TaxFile software preferred
• Expertise utilizing relevant software and tools for collections, engagement letters, and accounting reconciliations preferred
• Strong ability to effectively recognize and manage interpersonal communication needs
• Meets or exceeds expectations on process turnaround for assigned tasks and follow-ups and issue resolution to closure
• Excellent written and verbal communication skills while maintaining confidentiality of highly sensitive material
• Proven customer service, organizational, and problem-solving skills
• Professionalism, dependability, integrity, and trustworthiness combined with a cooperative attitude
• Initiative to seek out opportunities and adapt to a fast-paced environment
• Ability to self-manage workload responsibilities and meet assigned deadlines
• Complete work in person at our Dallas office 3-4 days per week (hybrid work arrangement)

What We Offer

• Competitive Compensation, Including Overtime Pay
• $750 Work From Home One Time Reimbursement
• $500 Annual Wellness Stipend
• Hybrid Work Arrangement
• Paid-Time-Off and Paid Holidays
• Excellent Health and Wellness Benefits
• 401(k) With Matching Company Contributions
• Collaborative Office Culture That Supports Your Work-Life Balance
• Casual Dress Code Year-Round