Tax Practice Coordinator

Description

Position Summary

This Practice Coordinator role serves as a trusted advisor and strategic support partner to our Tax Department, Tax Chair, and Tax Shareholders. Responsible for driving firmwide priorities within the department, coordinating cross-functional initiatives, and ensuring operational alignment across the organization. Acting as the connective tissue between leadership, professionals, and support functions, this role owns the operational infrastructure that keeps the practice running smoothly — from software administration and data integrity to meeting preparation and training coordination — enabling department leadership to focus on people management, client service, and revenue generation.

This role requires strong attention to detail, proactive planning, curiosity about systems and processes, and the ability to think critically and connect information across the firm. It also demands comfort with ambiguity, a customer-focused mindset, and strong interpersonal, listening, and relationship-building skills. Effective organization, planning, and collaboration are essential, along with the ability to manage multiple priorities and work constructively with peers to achieve shared goals.

What you’ll be doing

Day-to-day, this role might look like – providing ownership and coordination of the department chair’s returns; maintaining the department's Power BI workspace; preparing department update reports for management meetings and agendas; monitoring software renewals; assisting with coordination of trainings, and new hire onboarding; tracking CPE license renewals.

• Collaboration with Team Leads: Directly support Team Leads in executing tactical and strategic plans and contributing to the long-term vision of the firm. Proactively prepare presentations, reports, and data-driven insights, and facilitate executive meetings including agenda-setting, follow-ups, and action item tracking. Anticipate challenges before they reach leadership's desk and represent the Service Line Lead in selected meetings while keeping decisions and initiatives moving forward.
• Change Management & Communication: Serve as a steady, organized presence as new policies and procedures are adopted across the firm. Communicate with diplomacy and tact at every level of the organization, listening carefully and ensuring the right people have the right information at the right time.
• Stakeholder Coordination: Serve as a liaison between leadership and key stakeholders — partners, managers, staff, and external parties — approaching every interaction with the customer in mind and a commitment to meeting the expectations of those you support.
• Software Management: Partner with internal stakeholders including IT, subject matter experts, and the Transformation Director to evaluate, renew, set up, and administer software systems to ensure optimal functionality and compliance. Bring genuine curiosity about how tools work and a drive to identify solutions that streamline processes and improve efficiency. Assist in developing implementation and adoption plans and coordinate training needs across the team.
• Data Analytics: Design and implement data visualization tools and derive insights from diverse datasets to support data-informed decision-making. Translate reporting into functional solutions by connecting data across the firm with critical thinking and attention to detail. Maintain data integrity through regular auditing, validation, and investigation of reliability issues.
• Project Coordination: Oversee special projects and monitor progress toward established goals, staying effective and decisive even when the full picture isn't available. Comfortable operating in a dynamic environment where priorities shift and ambiguity is part of the job.

Requirements

What makes you a fit

• Education: Bachelor’s degree, or equivalent work experience. 
• Experience: 5+ years of progressive experience in professional services, consulting, or public accounting, with exposure to firm operations and leadership.
• Project Coordination: Demonstrated ability to coordinate complex projects and initiatives across multiple departments.
• Interpersonal Skills: Exceptional and responsive communication, relationship-building, and organizational skills with a proven track record of being proactive, and adaptable. 
• Business Acumen: Strong business acumen and strategic thinking, with an ability to solve problems and translate vision into execution.
• Discretion: Comfortable working with confidential and sensitive information at the highest level of discretion.
• Software: Familiarity with tax preparing software, Power BI, Office 365, data visualization and presentation technologies, and adaptable to emerging technologies.

Compensation & Benefits

At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location. The estimated salary range for this position is $95,000-$110,000. 

Additional Benefits Include

• 401k with a 3% employer contribution
• Discretionary profit sharing of up to 4.5% annually 
• Medical, dental, and vision insurance. We cover 100% of the individual medical premium!
• Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
• Hybrid work options and flexible working hours in the summer 
• Parking and Transit Reimbursement
• Flexible Spending Accounts
• On-site gym and locker room
• Incentive plan for sales leads
• Generous Employee Referral Program

Company Overview

Geffen Mesher and Company, PC (GMCO) proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

At GMCO, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.

Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities. 

To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher.  The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.

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