Tax Operations & Platform Coordinator (Remote)

Job Title: Tax Operations & Platform Coordinator (Remote)

Job Type: Part-Time or Full-Time
Location: Remote
Compensation: Based on experience

About the Role:

We are seeking a highly organized and tech-savvy Tax Operations & Platform Coordinator to support our growing team. This role requires managing and maintaining key platforms such as GoHighLevel (GHL), Skool, Refundo, and the TaxSlayer Dashboard, while also providing support for onboarding tax preparers and partners, coordinating communications, and assisting with tax return preparation.

Key Responsibilities:
• Platform Management:
• Manage and update GoHighLevel (GHL) account (automations, pipelines, contacts, etc.)
• Manage and maintain Skool community platform
• Enroll tax preparers and tax partners in the TaxSlayer and Refundo dashboards
• Export data and reports as needed
• Client & Partner Onboarding:
• Handle onboarding of new tax preparers and tax partners
• Ensure all documentation and dashboard access is properly set up
• Communication & Coordination:
• Send out email blasts and Zoo ---------- eting links
• Prepare and distribute internal communications, announcements, and updates
• Host and/or support Zoo ---------- etings and occasional trainings
• Tax Return Support:
• Assist with the preparation of individual and/or business tax returns (as needed)
• Maintain compliance with tax regulations and company procedures

Qualifications:
• Experience with GoHighLevel (GHL) and Skool platforms strongly preferred
• Familiarity with TaxSlayer and Refundo platforms
• Previous experience in the tax industry is a plus
• Strong communication and organizational skills
• Comfortable with hosting virtual meetings and trainings via Zoom
• Ability to work independently and manage multiple tasks


Bonus Skills:
• Email marketing experience (writing and scheduling campaigns)
• CRM and automation experience
• Experience working with tax offices or financial service teams

To Apply:

Please submit your resume and a brief introduction highlighting your experience with the platforms mentioned and your background in tax or administrative work.