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.