Tax Coordinator

Tax Coordinator Overview

• The Tax Coordinator role involves managing scheduling and resource allocation within the Tax department of a professional services firm.
• Collaborate with staff and leadership to ensure efficient scheduling and resource utilization.
• Support operational processes and contribute to process improvement initiatives.
• Maintain scheduling systems and compile capacity reports to aid staffing decisions.
• Provide first-level review of capacity commitments against billable targets.
• Facilitate post-engagement evaluations and continuous feedback processes.
• Work in a remote environment with flexible work arrangements.
• Be part of a firm recognized for its commitment to professional growth and work-life balance.
• Contribute to a collaborative environment that values innovation and mentorship.

Tax Coordinator Key Responsibilities & Duties

• Act as the primary scheduling contact for Tax staff, addressing inquiries and escalating issues as needed.
• Coordinate and manage scheduling and resource allocation, ensuring effective capacity utilization.
• Monitor and oversee pooled work assignments during peak periods.
• Conduct regular check-ins with staff to ensure scheduling clarity and capacity tracking.
• Review staff capacity commitments and escalate findings to management for further review.
• Maintain scheduling systems and prepare capacity reports for staffing discussions.
• Facilitate engagement evaluations and feedback processes within the Tax department.
• Prepare and distribute scheduling updates for internal meetings.
• Support process improvement initiatives and broader firm projects as directed.

Tax Coordinator Job Requirements

• Associate's degree in Accounting, Business Administration, or related field required.
• Minimum of 1 year of experience in professional services or public accounting preferred.
• Proficiency in Microsoft Office Suite, particularly Excel; experience with scheduling software is advantageous.
• Strong analytical and organizational skills with attention to detail.
• Ability to manage multiple priorities and adapt to shifting demands.
• Effective communication skills for collaboration across all organizational levels.
• Demonstrated ability to handle sensitive information with confidentiality.
• Alignment with firm values such as honesty, continual learning, and teamwork.
• Experience with Beeye or similar resource management software is a plus.