Tax Resource Management Specialist

6 days ago


San Jose, California, United States GHJ Full time
About GHJ

GHJ is a leading accounting firm with a strong commitment to collaboration and client relationships. With over 70 years of experience, we have built a reputation for delivering exceptional service and expertise to our clients.

Job Summary

We are seeking a highly organized and detail-oriented Tax Scheduler to join our team. The successful candidate will assist the Tax Resource Management Supervisor in managing and coordinating the scheduling of tax engagements, ensuring optimal utilization of resources and supporting the tax department in meeting client deadlines and business objectives.

Key Responsibilities
  • Coordinate the scheduling of tax engagements to ensure efficient use of staff and resources.
  • Work closely with tax partners, managers, and other team members to assign appropriate staff to projects based on availability, expertise, and client needs.
  • Monitor and adjust schedules to meet changing client demands, deadlines, and internal priorities.
  • Collaborate with resource managers to identify gaps or conflicts in scheduling and propose solutions.
  • Ensure that staff are appropriately aligned based on their technical skills, industry knowledge, and geographic location.
  • Maintain and update scheduling software (CCH Axcess Workflow Scheduler) with accurate data on staff availability, project timelines, and client requirements.
  • Communicate scheduling changes and updates to relevant team members in a timely manner.
  • Assist in forecasting resource needs for future tax seasons and engagements.
  • Support the tax department in achieving its financial and operational goals by optimizing staff utilization.
Requirements
  • Proven experience in scheduling, resource management, or a similar role (experience in a tax environment strongly preferred).
  • Strong organizational and multitasking skills, with an ability to prioritize and manage competing deadlines.
  • Excellent communication and interpersonal skills, with the ability to work collaboratively with team members at all levels and resolve conflicts in a professional and diplomatic way.
  • Proficiency in scheduling software (CCH Axcess Workflow Scheduler) and MS Office (Excel, Word, etc.).
  • Detail-oriented with strong problem-solving abilities.
  • Ability to adapt to a fast-paced and changing work environment.
About Us

GHJ is an equal opportunity employer. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. We prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law.



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