Refund/Compliance Administrative Coordinator (Alpharetta)

Location: Alpharetta, GA

Department: Tax Operations / Refund Services

Reports To: Refund Manager or Compliance Director

FLSA Status: Non-Exempt / Full-Time

Position Overview

The Refund/Compliance Administrative Coordinator supports the Refund Services and Compliance team by managing and processing administrative tasks associated with client refund claims, filings, and documentation. This role plays a critical part in ensuring timely and accurate delivery of refund services, supporting both internal consultants and external clients. The ideal candidate is highly organized, deadline-driven, and detail-oriented, with a strong ability to follow structured processes and maintain accurate records.

Key Responsibilities

• Document Management: Organize, scan, upload, and archive client refund documentation, including fuel receipts, tax forms, and carrier records.
• Filing Support: Assist in preparing and submitting refund claims to various jurisdictions, ensuring all required documentation is included.
• Data Entry & Review: Input and validate refund-related data in proprietary systems and spreadsheets with a high level of accuracy.
• Communication: Coordinate with clients and internal teams to request missing documentation or clarify discrepancies.
• Workflow Tracking: Monitor and update the status of refund cases in Asana or other project tracking tools.
• Compliance: Ensure all filings meet company and regulatory guidelines, including deadlines and documentation standards.
• Reporting: Generate regular reports for internal tracking of refunds filed, pending, and completed.
• Process Improvement: Identify inefficiencies in administrative workflows and contribute suggestions to improve process quality and turnaround time.

Qualifications

• Education: Associate or bachelors degree preferred, ideally in Business Administration
• Experience: None required
• Technical Skills: Proficient in Microsoft Office Suite (especially Excel) and Adobe Acrobat
• Other Skills:
• Exceptional attention to detail
• Strong organizational and time management skills
• Excellent written and verbal communication
• Ability to work independently and as part of a team
• Comfortable handling sensitive or confidential client data

Compensation & Benefits

• Competitive hourly rate or salary, depending on experience
• PTO and holiday pay
• Health, dental, and vision insurance options
• Professional development and training opportunities