Tax Real Estate Coordinator

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

Position Summary

As a Tax Real Estate Coordinator, you will provide proactive executive and administrative support to the Real Estate Tax leadership team, initially prioritizing the lead partner while supporting other leaders as business needs evolve. You will learn the practice’s clients, priorities, deadlines, workflows, and leadership working styles so you can anticipate needs, manage commitments, and keep work moving.

This role also coordinates client service and tax-administration activities across partners, managers, staff, clients, and internal teams. Success requires exceptional organization, ownership, sound judgment, professional confidence, technological curiosity, and a willingness to grow into broader responsibility through training and experience.

Job Responsibilities

•  Provide proactive executive and administrative support to the lead partner and additional Real Estate Tax leaders as business needs evolve.

•  Own and prioritize complex calendars, commitments, deadlines, and follow-ups; identify conflicts, protect focus time, and ensure agreed actions are completed.

•  Manage upward with tact and confidence by prompting partners for decisions, flagging competing priorities, challenging unrealistic timelines appropriately, and holding leaders accountable for commitments.

•  Prepare leaders for meetings by coordinating agendas and materials, capturing next steps, and tracking completion through closeout.

•  Coordinate business travel, expense reports, occasional personal scheduling that affects professional commitments, and authorized team-related purchases in accordance with firm policies and approval controls.

•  Build trusted relationships with partners, managers, staff, clients, and internal teams, including Billing, Client Delivery, Finance, Growth Enablement, Onboarding, and Resource Management, to anticipate needs and move work forward.

•  Learn Real Estate Tax clients, recurring deadlines, engagement workflows, and service expectations; escalate technical tax matters to qualified professionals.

•  Serve as a proactive client-facing contact for tax administration, including timely responses, information requests, deadline reminders, meeting recaps, and follow-through on outstanding items.

•  Coordinate new-client onboarding, engagement letters, e-file authorizations, secure delivery of returns and filing packages, and confirmation of required signatures and client receipt.

•  Maintain accurate, organized client records and correspondence, including CaseWare binders, tax notices, financial documentation, and approved secure-file-sharing systems.

•  Coordinate invoice inquiries, billing follow-ups, payment status, and approved tax-payment communications; follow documented authorization, verification, security, and escalation procedures.

•  Assist clients with approved online tax-payment portals and coordinate with authorized banking or financial contacts without independently determining tax amounts or initiating unauthorized payments.

•  Prepare routine correspondence and reports, update client databases, and draft nontechnical letters with careful attention to accuracy, spelling, grammar, and confidentiality.

•  Use Microsoft 365, approved AI tools, automation, and other technology to organize information, summarize follow-ups, streamline routine work, and recommend practical process improvements while protecting confidential information.

•  Take increasing ownership of schedules, workflows, and outcomes as training progresses, adapting support as the practice and role grow.

Requirements

•  Associate’s degree or equivalent relevant experience.

•  Exceptional organization, attention to detail, persistence, ownership, and the ability to create reliable systems across competing priorities.

•  Strong verbal and written communication, sound judgment, discretion, and the confidence or demonstrated potential to manage upward with senior leaders.

•  Proficiency with Microsoft 365 and digital productivity tools, with the adaptability and interest to use approved AI and automation tools responsibly.

•  Ability to work independently and collaboratively in a fast-paced client-service environment, learn business processes quickly, and follow matters through completion.

Preferred Qualifications

•  Experience in executive support, client service, professional services, project coordination, accounting, or financial services.

•  Familiarity with tax administration, recurring filing and payment deadlines, or Real Estate Tax workflows.

•  Experience with CaseWare, SafeSend, secure document-sharing platforms, client onboarding systems, or similar professional-services technology.

•  A motivated, high-potential profile with strong initiative, curiosity, learning agility, and readiness to grow into broader responsibility.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

Certain states require us to disclose the pay range and benefits summary for job openings. For Denver residents, the compensation range for this position: $29 - $40/hour .

For New York and Southern California residents, the compensation range for this position: $32 - $44/hour. For Northern California residents, the compensation range for this position: $34 - $46/hour. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including: 

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.