Tax Scheduler

Tax Scheduler Overview

• The Tax Scheduler will manage tax workflow coordination and scheduling within a dynamic tax department.
• Ensure timely progression of tax engagements through filing seasons and compliance cycles.
• Collaborate with tax professionals to balance workloads and optimize resource utilization.
• Maintain and monitor tax workflow management systems for efficiency and accuracy.
• Track critical deadlines for various tax-related projects and communicate proactively.
• Coordinate client meetings, tax planning sessions, and internal review schedules.
• Support process improvement initiatives to enhance operational efficiency.
• Serve as a liaison between tax professionals, administrative staff, and clients.

Tax Scheduler Key Responsibilities & Duties

• Coordinate scheduling and assignment of tax returns and related projects across the team.
• Monitor tax return statuses and ensure timely delivery to clients.
• Track and manage deadlines for various tax entities, including individuals and businesses.
• Generate and distribute workflow, production, and capacity reports.
• Assist with staffing plans and scheduling adjustments during peak periods.
• Coordinate intake of client documents and route information appropriately.
• Follow up on engagement statuses and outstanding items with tax professionals.
• Maintain engagement tracking spreadsheets and workflow software records.
• Support process improvement initiatives to streamline operations and enhance turnaround times.

Tax Scheduler Job Requirements

• Bachelor's degree preferred, with 2+ years of relevant experience in administrative or scheduling roles.
• Experience in public accounting, tax, legal, or professional services environments is highly desirable.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Familiarity with workflow and practice management systems is a plus.
• Strong organizational and time management skills with attention to detail.
• Ability to manage multiple priorities and deadlines effectively.
• Excellent written and verbal communication skills.
• Commitment to confidentiality and professionalism in all interactions.
• Demonstrated ability to support process improvement initiatives and team collaboration.