Tax Operations Coordinator
4 days ago
The Tax Operations Coordinator plays a pivotal role in the firm's tax compliance workflow, ensuring seamless execution from engagement acceptance to filing. This position requires a strong understanding of people, process, and technology, with a focus on developing and maintaining end-to-end tax compliance workflows.
Key Responsibilities:
- Collaborate with the Tax Technology Champions Team to evaluate and transform tax compliance workflows through process improvement, technology, and organizational design.
- Oversee resource allocation across practice offices and tax sectors to ensure balanced and efficient workflow.
- Manage resource dashboards to monitor existing resources and make recommendations to firm leadership.
- Develop best practices for continuous improvement in the use of CCH Workflow by partners and professional staff.
- Facilitate talent acquisition processes and collaborate with recruiting on hiring plans.
- Analyze and distribute scheduling reports weekly, working with management to assign resources to tax client engagements.
- Help employees gain appropriate experiences for career progression by deploying resources effectively and balancing staff workloads.
- Resolve scheduling conflicts and update schedules as needed.
- Proactively address employee issues, including utilization, morale, and performance.
- Coordinate and follow up on multiple tasks in a quick and efficient manner.
Qualifications:
- Advanced knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.
- Working knowledge of tax applications, including CCH Axcess Tax, CCH Workflow, SurePrep, and SafeSend Returns.
- 5+ years of experience in project management, resource management, and/or operations management.
- Previous experience working within a professional services environment.
- Ability to navigate executive-level professionals with diverse personality styles and strengths.
- Previous experience managing team members.
We are an equal opportunity employer, committed to administering all terms and conditions of employment without regard to race, color, religion, sex, age, sexual orientation, national origin, or ancestry.
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