Tax Operations Coordinator

Client Services & Operations Coordinator

Location: Saint Petersburg, FL 

Job Type: Full-Time

About Us

At 1Source Partners, we serve as trusted advisors dedicated to supporting the growth and long-term success of our clients. We operate in a dynamic, fast-paced environment where professionalism, precision, and collaboration drive everything we do. Our firm provides comprehensive accounting, tax, assurance, and advisory services tailored to the unique needs of business owners, executives, and independent professionals.

Our team is composed of experienced professionals who bring both technical expertise and a deep understanding of business operations. We value strong client relationships and work collectively to deliver insightful guidance, exceptional service, and measurable results.

Position Overview

The Tax Administrative Assistant supports the tax department by, assisting with the preparation of proposals and client engagement letters, maintaining document organization, managing the firm ERP and client setup process, processing client tax returns, managing accounts receivable and internal bookkeeping for corporate entities.

Key Responsibilities

• Manage daily administrative tasks including mail processing, email triage, answering phones, greeting visitors, etc.
• Maintain client records and job setups in Xero; manage documents via client portals and Dropbox Sign.
• Prepare and send engagement letters, client organizers, POAs, and tax return packages.
• Support tax compliance by filing sales tax returns, processing payroll and vendor checks, and assisting with quarterly and annual filings (e.g., 1099s, WC audits).
• Track and follow up on outstanding documents, signatures, and client communications.
• Organize and maintain digital and physical files, ensuring timely return of documents for prior tax years.
• Order office supplies, monitor inventory, and assist with general office upkeep.
• Provide responsive support to the tax team, clients, and other internal departments as needed.

Qualifications

• Minimum 2 years of experience in administrative support function
• Bachelor's degree
• Proficient in MS Office Suite
• Prior bookkeeping experience a plus
• High level of written, oral and interpersonal communication skills
• Experience working with ERP/practice management systems
• Self-starter with the ability to work independently
• Highly organized and detail oriented
• Must have the ability to multi-task and function effectively in a fast-paced environment

Benefits:

• Bonus eligibility
• 100% Paid Health/Dental/Vision
• Generous PTO policy
• 401k plan with employer contributions
• Professional development 
• Opportunities for growth 

Why Join Us?

• Dynamic and Growing Firm: Join a forward-thinking firm experiencing exciting growth across multiple service lines. We foster an environment that prioritizes agility, upholds the highest standards of quality and accountability, encourages collaboration, nurtures strong relationships, and is guided by a shared commitment to excellence.
• Commitment to Professional Development: We invest in our people through regular performance reviews, support for professional education and certifications, in-house training opportunities, and a structured coaching and mentorship program. These initiatives are designed to help you expand your expertise, strengthen your skills, and advance your career within the firm.
• Collaborative and Client-Focused Culture: Work alongside professionals who take pride in building strong client relationships and delivering exceptional service. Our team-oriented approach ensures you have the support and resources needed to succeed.
• Comprehensive Compensation and Benefits: We offer a competitive compensation structure, performance-based incentives, and a comprehensive benefits package designed to support your overall well-being and work-life balance.