Tax Processing Coordinator
KSM (Katz, Sapper & Miller), Indianapolis, IN, United States
Overview
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. 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, operational excellence is a key driver of an exceptional client experience. The Tax Processing Coordinator is an integral part of that commitment, ensuring tax returns and client deliverables are processed with precision, care, and timeliness. This role sits at the intersection of tax and operations, supporting engagement teams while maintaining the high standards our clients expect.
The ideal candidate is detail-oriented, adaptable, and comfortable working in a fast-paced, deadline-driven environment. This individual brings a proactive mindset, strong organizational skills, and a willingness to collaborate across teams to keep work moving efficiently, especially during peak periods.
Responsibilities
Tax Return Processing & Delivery — Process, format, and finalize tax returns in accordance with firm and client standards
Coordinate electronic delivery of client deliverables through firm platforms
Prepare and assemble physical deliverables for mailing or client pickup
Manage 1040 organizer distribution and track receipt of client documentation
Process 1099 forms and ensure timely, accurate delivery
Systems & Workflow Management — Utilize firm workflow and document management systems to monitor assignments, prioritize tasks, and ensure deadlines are consistently met
Maintain accurate and up-to-date status tracking for all assigned work, proactively identifying and addressing bottlenecks
Troubleshoot system issues and escalate as needed, partnering with internal technology teams to resolve challenges efficiently
Serve as a resource for both internal teams and clients by providing guidance on basic system navigation and document access
Collaboration & Operational Support — Partner with tax engagement teams and operations groups to resolve processing questions
Support cross-functional initiatives with Tax Processing, Resource Management, IT, and other operations teams
Assist with engagement letter preparation as needed
Contribute to special projects and ad hoc operational needs
Provide additional support during peak periods, including extended hours during busy seasons
Requirements/Qualifications
Associate or bachelor’s degree in business, administration, accounting, or a related field preferred
1–4 years of experience in a tax, accounting, or professional services support role
Prior experience in document processing, workflow coordination, or deadline-driven environments strongly preferred
Exposure to tax return processing or seasonal workload environments is a plus
Strong attention to detail and commitment to accuracy
Proficiency in Adobe Acrobat and Microsoft Office Suite
Ability to learn and navigate systems and technology effectively
Strong time management and organizational skills
Clear and professional verbal and written communication
Professionalism and client-service mindset
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.
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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. 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, operational excellence is a key driver of an exceptional client experience. The Tax Processing Coordinator is an integral part of that commitment, ensuring tax returns and client deliverables are processed with precision, care, and timeliness. This role sits at the intersection of tax and operations, supporting engagement teams while maintaining the high standards our clients expect.
The ideal candidate is detail-oriented, adaptable, and comfortable working in a fast-paced, deadline-driven environment. This individual brings a proactive mindset, strong organizational skills, and a willingness to collaborate across teams to keep work moving efficiently, especially during peak periods.
Responsibilities
Tax Return Processing & Delivery — Process, format, and finalize tax returns in accordance with firm and client standards
Coordinate electronic delivery of client deliverables through firm platforms
Prepare and assemble physical deliverables for mailing or client pickup
Manage 1040 organizer distribution and track receipt of client documentation
Process 1099 forms and ensure timely, accurate delivery
Systems & Workflow Management — Utilize firm workflow and document management systems to monitor assignments, prioritize tasks, and ensure deadlines are consistently met
Maintain accurate and up-to-date status tracking for all assigned work, proactively identifying and addressing bottlenecks
Troubleshoot system issues and escalate as needed, partnering with internal technology teams to resolve challenges efficiently
Serve as a resource for both internal teams and clients by providing guidance on basic system navigation and document access
Collaboration & Operational Support — Partner with tax engagement teams and operations groups to resolve processing questions
Support cross-functional initiatives with Tax Processing, Resource Management, IT, and other operations teams
Assist with engagement letter preparation as needed
Contribute to special projects and ad hoc operational needs
Provide additional support during peak periods, including extended hours during busy seasons
Requirements/Qualifications
Associate or bachelor’s degree in business, administration, accounting, or a related field preferred
1–4 years of experience in a tax, accounting, or professional services support role
Prior experience in document processing, workflow coordination, or deadline-driven environments strongly preferred
Exposure to tax return processing or seasonal workload environments is a plus
Strong attention to detail and commitment to accuracy
Proficiency in Adobe Acrobat and Microsoft Office Suite
Ability to learn and navigate systems and technology effectively
Strong time management and organizational skills
Clear and professional verbal and written communication
Professionalism and client-service mindset
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.
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