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.