Tax Scheduler

Tax Scheduler Overview

• The Tax Scheduler role involves managing tax workflow, deadlines, and resource allocation within a fast-paced professional services environment.
• Ensure efficient scheduling and assignment of tax-related projects across the team, optimizing resource utilization.
• Collaborate with tax professionals to monitor deadlines and ensure timely progression of engagements.
• Utilize workflow management systems to track project statuses and generate accurate reports.
• Support process improvement initiatives to enhance efficiency and turnaround times.
• Maintain engagement tracking spreadsheets and ensure accurate records in workflow software.
• Serve as a liaison between tax professionals, administrative staff, and clients regarding scheduling matters.
• Provide critical support to the tax department during peak filing seasons and compliance cycles.

Tax Scheduler Key Responsibilities & Duties

• Coordinate scheduling and assignment of tax returns, extensions, and projects across the team.
• Monitor tax deadlines and communicate upcoming due dates to team members proactively.
• Schedule client meetings, tax planning sessions, and internal review discussions effectively.
• Generate and distribute workflow, production, and capacity reports to stakeholders.
• Assist with tax season staffing plans and adjust schedules based on workload demands.
• Coordinate intake of client documents and ensure proper routing to team members.
• Follow up with tax professionals regarding engagement status and completion targets.
• Support process improvement initiatives to enhance workflow efficiency and accuracy.

Tax Scheduler Job Requirements

• Bachelor’s degree in a relevant field or equivalent experience preferred.
• Minimum of 5 years of experience in scheduling, project coordination, or administrative roles.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Familiarity with workflow and practice management systems such as CCH Axcess or similar platforms.
• Strong organizational and time management skills with high attention to detail.
• Excellent written and verbal communication skills for effective collaboration.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Previous experience in a CPA firm or professional services environment is highly desirable.