Responsibilities
- Serve as the primary point of contact for scheduling inquiries from tax team members and supervisors, resolving issues directly and escalating to management when necessary.
- Manage scheduling and resource distribution for the tax department, actively tracking capacity and promptly fulfilling staffing requests.
- Oversee the allocation of shared workloads during high-demand periods, adjusting staff deployment as needs evolve.
- Conduct routine check-ins with team members, involving coaching staff when appropriate, including onboarding new hires to confirm schedule clarity and capacity adherence.
- Track differences between planned and actual billable hours, identifying trends related to skill gaps, cross-training, or staffing needs, and sharing insights with management.
- Conduct initial assessments of staff capacity against firm-wide billable goals, reporting findings to leadership prior to departmental reviews.
- Maintain and update the scheduling platform, generating capacity reports to inform staffing and hiring decisions.
- Support post-project evaluations by connecting appropriate team members and reviewers to ensure consistent feedback.
- Prepare and share scheduling and capacity updates before internal team meetings to enable informed staffing discussions.
- Support process improvements and firm-wide initiatives as directed by the Resource & Operations Manager.
Benefits
- Competitive compensation
- Ample paid time off
- Health, dental, and vision coverage
- 401(k) plan with employer contribution
- Summer Friday schedule
- Adaptable work hours
- Eligibility for performance-based bonuses
Compensation
Competitive salary and benefits package
Work Arrangement
Hybrid
Team
Reports to Resource & Operations Manager
Other
- Equal Opportunity Employer
- Celebrates diversity and committed to creating an inclusive work environment
- All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law
- Competitive salary and benefits package
- Generous PTO
- Medical, Dental, Vision
- 401(k) with employer match
- Summer Fridays
- Flexible work schedules
- Performance award (bonus) eligibility
