We are a premier accounting, tax advisory, and compliance firm that was formed in 1995. We have locations in Garden City, NY and West Palm Beach, FL. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests. We are looking for a Tax Operations Coordinator to join our team!
Role Description :
The Tax Operations Coordinator is responsible for working in the areas people, process, and technology for the practice. They are responsible for helping to develop and maintain the end-to-end tax compliance workflow, from engagement acceptance to filing, including personnel, staffing, and potential outsourcing strategies. Monitoring technology solutions including current operations and long-term strategy. You will be working closely with members of the team at all levels and overseeing the allocation of resources to all tax projects throughout the firm.
Responsibilities: -Be a member of the Tax Technology Champions Team to evaluate and help transform our tax compliance workflow through process improvement, technology, risk management and organizational design, including a review, mapping, and assessment of internal processes regarding staffing, scheduling, hiring and retention.
-Oversee resource allocation amongst practice offices and tax sectors to ensure balanced and efficient workflow, including analyzing utilization and making recommendations to firm leadership.
-Manage resource dashboard to ensure we have, at a glance, all pertinent information available to monitor existing resources in the practice updated to reflect all movement timely.
-Use of CCH Workflow to 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.. Qualifications: -5+ years' experience in project management, resource management, and/or operations management
-Proficient in Tax Applications including CCH Axcess Tax, CCH Workflow, SurePrep, and SafeSend Returns
-Proficient in Microsoft Word, Excel, PowerPoint
-Previous experience working within a professional services environment
-Previous experience navigating a myriad of executive-level professionals with diverse personality styles & strengths
-Previous experience managing team members
Benefits Competitive Salary PTO Business Casual dress on Thursdays and Fridays year round Health/Medical/Dental/Vision Insurance Voluntary benefits such as pet insurance, legal services and supplemental Life/AD&D Flexible Spending Accounts 401(k) plan Employer-paid Short-Term Disability, Long-Term Disability and Life Insurance Summer Fridays CPA reimbursements (exam fees and review courses) Tuition reimbursement for postgraduate studies Continuing Professional Education courses available in a variety of accessible formats Applicants must be authorized to work in the U.S.
Preferred Skills Tax
CPA
Tax Operations
Accounting
Tax Coordinator
Public Accounting
