Tax Administration Coordinator (CPA Liaison)

Aligned Advisors | Oceanside, CA (Remote – PST Hours Required)


About Aligned Advisors

Aligned Advisors ( ---------- ) is a specialized advisory firm serving dental professionals nationwide. We provide integrated services across accounting, fractional CFO support, tax strategy and compliance, and wealth advisory. Our model is built around precision, proactive planning, and delivering a high-touch client experience to growth-oriented dental practices.

Position Overview

We are seeking a Tax Administration Coordinator (CPA Liaison) to join our team full-time. This role is critical to the success of our tax function, acting as the central point of coordination between Aligned Advisors, our clients, and external CPA firms.

This individual will own the tax workflow process end-to-end, ensuring all required documentation is collected, organized, and delivered accurately and on time. You will play a key operational role in driving efficiency, accountability, and communication across all parties involved in tax preparation.

This is a remote role, but candidates must be available during Pacific Time US (PST) business hours.


Key Responsibilities

- Tax Workflow Management

- Own and manage the full lifecycle of tax return coordination

- Track deadlines and ensure timely delivery of all required documents to CPA partners

- Monitor return progress and proactively follow up to avoid delays

- CPA & Internal Liaison

- Serve as the primary point of contact between Aligned Advisors and external CPA firms

- Translate requests between CPAs, internal tea ---------- mbers, and clients

- Ensure CPAs receive complete, accurate, and organized information

- Client Coordination

- Communicate with clients to request, clarify, and follow up on tax documentation

- Ensure a smooth, professional, and timely client experience throughout tax season

- Document Management

- Upload, organize, and maintain files within ShareFile (or similar systems)

- Ensure all documentation is properly labeled, complete, and accessible

- Maintain clean, audit-ready digital records

- Process Optimization

- Identify inefficiencies and help improve tax workflow systems

- Assist in building standardized processes and checklists


Qualifications

Required:

- 2+ years of experience in a tax, accounting, or administrative support role

- Strong understanding of tax preparation workflows and documentation requirements

- Exceptional organizational and project management skills

- High attention to detail and follow-through

- Strong written and verbal communication skills

- Experience working with document management systems (e.g., ShareFile, Google Drive, etc.)

- Ability to manage multiple clients and deadlines simultaneously

Preferred:

- Experience working with CPA firms or tax preparation teams

- Familiarity with dental or healthcare clients (not required but a plus)

- Experience in a remote, fast-paced professional services environment


What Success Looks Like

- Tax returns are consistently delivered on time with minimal CPA back-and-forth

- Documentation is complete, clean, and easy for CPAs to process

- Clients experience proactive, clear communication

- Internal team spends less time chasing information and resolving bottlenecks


Why Join Aligned Advisors

- Work with a high-performing, growth-focused team

- Exposure to CFO-level strategy and advisory work

- Clear processes, strong leadership, and a culture of accountability

- Opportunity to grow within a specialized niche serving dental entrepreneurs