Tax Support Coordinator - Specialty Tax

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:

The Tax Support Coordinator – Specialty Tax plays a key role in supporting operational efficiency across KSM’s Tax Operations team, with direct responsibilities for both the State & Local Tax (SALT) and Federal Tax practices. This role is ideal for a proactive and detail-oriented individual who thrives in a fast-paced environment, excels at organizing complex workflows, and is motivated to contribute to the success of multiple teams.

You will collaborate closely with tax professionals and leadership to ensure smooth project execution, accurate documentation, timely communication, and exceptional service delivery. Your work will contribute to KSM’s commitment to operational excellence and client service.

Key Responsibilities:

Project & Workflow Coordination

• Oversee and maintain team workload management tools (e.g., Trello, Hipporello, or Excel trackers) to monitor ongoing assignments, deadlines, and resource needs.

• Identify potential bottlenecks or project delays and proactively communicate issues to team leaders.

• Coordinate task assignments and ensure timely execution of recurring and one-time projects across SALT and Federal Tax groups.

• Assist with engagement scheduling, including preparation of agendas, recording minutes, and managing follow-ups on action items.

Team & Client Support

• Serve as the main administrative contact for tax engagement tracking, engagement letter preparation, client correspondence, and secure document storage.

• Provide support for internal and client meetings by managing logistics, distributing materials, taking notes, and tracking action items.

• Act as a liaison between team members, internal departments, and clients to gather data, confirm deliverables, and ensure expectations are aligned.

• Provide logistical support for internal training and CPE events, including attendee tracking, materials coordination, and post-training documentation.

Communication & Documentation

• Keep team members informed of changes to project timelines, responsibilities, or procedures.

• Maintain intranet pages and internal team resources with up-to-date content.

• Assist with the production and formatting of recurring publications (e.g., weekly tax newsletters) and internal updates.

• Document and maintain consistent file naming, folder structure, and access protocols for both SALT and Federal Tax files.

Requirements & Qualifications

• Related functional experience: minimum of 2 years 

• Strong experience in team management and effective resource planning 

• Good knowledge of Workforce Management tools 

• Ability to coordinate and maintain follow-up on several projects simultaneously 

• Strong written and verbal communication skills 

• Exceptional organizational skills 

• Ability to handle sensitive situations and confidential information 

• Proficient skills in Microsoft applications 

• A high degree of initiative with the ability to think proactively and problem solve

• Strong attention to detail and accuracy  

• Ability to work independently, exercise good judgment, and be resourceful 

• A strong sense of urgency and the ability to work in an environment with time-sensitive deadlines

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.