Tax Coordinator

UHYQueensbury, NY
Onsite

About The Position

The role of a tax department coordinator requires a great deal of organization, strong communication skills, and attention to detail. They are responsible for coordinating various aspects of the tax practice, including scheduling internal and outsourced staff, and coordinating and facilitating department activities and training. The tax coordinator will work to support the tax department head in facilitating and leading the growth of the various offices in the region. A strong knowledge of the tax process and team environment is preferred to properly facilitate scheduling needs across the region. The tax coordinator must have the ability to pivot and prioritize requests in a fast-paced environment. This often means juggling competing demands from different stakeholders and keeping everyone informed about progress on their respective projects.

Requirements

  • High School Diploma or GED or High School equivalent certificate
  • 1 – 2 year(s) of public accounting experience or supporting a professional services firm

Nice To Haves

  • Bachelor’s degree or equivalent technology experience
  • Public accounting or other professional services environment preferred

Responsibilities

  • Update daily schedules in scheduling software
  • Lead weekly regional scheduling meetings with staff and managers
  • Oversee busy season scheduling to ensure smooth operations
  • Manage the return workload for all colleagues
  • Manage daily schedules for outsourced staff
  • Promote and expand the utilization of outsourced services across the region
  • Track staff utilization and realization metrics
  • Coordinate training and development programs for the outsourced and shared resources teams
  • Conduct weekly reports to showcase the movement of returns and associated utilized hours
  • Organize department meetings
  • Plan and facilitate welcome happy hours and team-building activities
  • Manage internship activities, including lunches and other events
  • Coordinate the annual department retreat
  • Develop the full workflow and written materials on what happens from a return start to finish
  • Coordinate onboarding training and activities for new hires
  • Plan and manage national tax training sessions

Benefits

  • group health insurance
  • dental and vision coverage
  • 401(k) retirement plans
  • generous paid time off (PTO) allowances
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