Responsibilities
The Tax Operations Coordinator will :
- Oversee resource allocation amongst practice offices and tax sectors to ensure balanced and efficient workflow
- Manage resource dashboard to ensure all pertinent information available to monitor existing resources in the practice updated to reflect all movement timely
- Assist in developing goals and internal deadlines for deliverables
- Develop best practices for continuous improvement in use of Workflow by partners and professional staff to effectively move deliverables through workflow processing
- Facilitate and assist with talent acquisition process, by maintenance of staff workloads and collaborate with recruiting on hiring plan
- Analyze and distribute scheduling reports weekly, working with management to appropriately assign resources to tax client engagements
- Help employees gain appropriate experiences for their career progression by deploying resources effectively and balance staff workloads while meeting client needs
- Resolve scheduling conflicts and update schedules as needed
- Proactively address employee issues including utilization, morale, and performance
- Perform other duties, as needed
Qualifications :
- 5+ years of experience in an Operations Management, Project Management, Resource Management and / or related role
- Bachelor's Degree
- Tax Department Operations experience
- Working to advanced knowledge of Tax Applications including CCH Axcess Tax, CCH Workflow, SurePrep, and SafeSend Returns
- Microsoft Office proficient (Word, Excel, PowerPoint, etc.)
- Solid problem solving and time management skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
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