Tax & Accounting Coordinator

About Gatewood Wealth Solutions / Gatewood Tax & Accounting

At Gatewood, we’re more than accountants — we are trusted partners helping families and business owners build, enjoy, and preserve wealth with purpose. We recently launched Gatewood Tax & Accounting to better integrate tax preparation, compliance, accounting, and CFO-level support into our holistic wealth services. 

The Tax & Accounting Coordinator is the central operational hub of our practice — orchestrating client workflows, coordinating between our tax and accounting teams, and making sure the right work moves through the firm at the right time. This is not a preparer role. It’s a coordinator role that keeps our clients feeling well-served and our teams working in sync.

This is a role for someone who is highly organized, communicates clearly, and takes pride in making things run smoothly for others. If you thrive on juggling deadlines, tracking down documents, and being the person clients call when they don’t know who to call — this seat is for you.

This role connects multiple teams. Success requires someone who can comfortably communicate with tax professionals, accountants, wealth advisors, and clients, ensuring everyone has the information they need to move work forward.

During tax season, priorities change quickly, deadlines are firm, and client communication increases significantly. The right perso