Job Title: Financial Services Coordinator
Job Overview:
We are seeking a dedicated and detail-oriented Financial Services Coordinator to join our client and provide essential support within fiduciary tax operations. This hybrid contract role, based in Philadelphia, PA, requires flexibility with 3–4 days onsite (potentially full-time onsite during training). The position focuses on managing tax-related processes, maintaining accurate records, and assisting in the smooth execution of administrative and compliance tasks within a fast-paced, deadline-driven environment.
Compensation:
• $20 – $25 per hour
Work Schedule:
• Monday through Friday, standard business hours
• Willingness to work overtime during peak tax season (March/April) if needed
Key Responsibilities of the Financial Services Coordinator:
• File and track federal and state trust tax returns while ensuring accuracy and compliance with deadlines.
• Maintain detailed records of tax filings, payments, and audits to support fiduciary tax operations.
• Prepare and process check requests, deposit refund checks, and manage payment remittances.
• Assist tax advisors in gathering necessary data for return preparation and other departmental functions.
• Support process improvements and department initiatives to enhance efficiency and service delivery.
• Collaborate effectively with team members to maintain a well-organized and compliant tax process.
Qualifications and Skills for the Financial Services Coordinator:
• Bachelor’s degree preferred; open to recent graduates with strong organizational skills and willingness to learn.
• 2+ years of experience in financial services, insurance, mortgage, title, or other fast-paced, deadline-driven industries.
• Strong administrative and coordination background rather than tax-preparation focused experience.
• Proficiency in Microsoft Office Suite and comfort working with electronic systems.
• Excellent organizational, problem-solving, and attention-to-detail skills.
• Ability to work collaboratively while maintaining client confidentiality.
• Flexibility to work additional hours as needed during busy tax periods.
Why Join Us?
This opportunity allows you to play a vital role in supporting fiduciary tax operations while working in a professional, collaborative environment. You’ll gain valuable experience in financial services, contribute to process improvements, and build skills that support career growth in compliance, coordination, and client services.
About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp-to-hire, and direct hire staffing solutions. With decades of experience, we’ve grown from a staffing agency to a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology.
Explore more about CSS and how we connect great talent with exceptional opportunities by visiting www.ContemporaryStaffing.com.
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