layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Tax & Accounting Coordinator at Gatewood Wealth Solutions | LAYIQ

Client Coordination (~40%)
Serve as the primary point of contact for clients throughout the tax and accounting engagement. You'll spend a significant portion of your day proactively communicating with clients by phone and email, managing expectations, answering questions, and ensuring an exceptional client experience.
Manage the client document collection process: send requests, track outstanding items, follow up until items are received.
Coordinate meetings and phone calls between clients and our tax and accounting teams.
Prepare and manage engagement letters for new and returning clients.
Handle client onboarding logistics — forms, welcome materials, initial data collection, hand-off to the tax or accounting team.
Cross-Practice Workflow (~30%)
Coordinate the handoff between accounting and tax teams for shared clients — making sure accounting is complete before tax prep begins, and that tax questions get answered by the right person.
Track client status across both practices: what work is open, what is waiting on the client, what is waiting on internal review.
Facilitate weekly workflow meetings between the tax and accounting teams.
Maintain the practice-wide return status dashboard and workflow tracker.
Escalate blockers to the Director of Accounting or Director of Tax as needed.
Administrative & Deadline Management (~20%)
Track filing deadlines for individual returns, business returns, quarterly estimates, and extensions across the client base.
Manage the extension filing process: identifying returns that need extensions, preparing extension paperwork, sending confirmations to clients.
Support tax software administration in UltraTax and Onvio — client setup, workflow assignments, e-file tracking.
Coordinate quarterly estimated payment reminders and confirmations.
Support fee tracking, engagement letter administration, and time entry oversight.
Technical Support (~10%)
Assist with basic data entry, document preparation, and organizing client files.
Support tax preparers and accounting staff with administrative aspects of return prep.
Grow into additional technical responsibilities over time as interests and firm needs align.

Tax & Accounting Coordinator

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About Gatewood Wealth Solutions / Gatewood Tax & Accounting

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