Tax Scheduling Coordinator

Kaufman Rossin • Miami, FL

10d • Onsite

About The Position

Kaufman Rossin is seeking a confident, highly organized Tax Scheduling Coordinator to own and drive the scheduling function for the Tax department. This is not a purely administrative role — it is a coordination and accountability function that sits at the center of how the department manages its people, workload, and utilization. The right candidate will monitor capacity daily, facilitate cross-group work assignment, hold managers to staffing commitments, and serve as a neutral and trusted resource for Partners, Managers, and staff alike. The ideal candidate is process-oriented, relationship-savvy, and comfortable engaging in direct conversations with senior stakeholders when scheduling decisions need to be upheld.

Requirements

• 2+ years of scheduling, coordination, or resource management experience, preferably in a professional services, tax, or accounting environment
• Strong organizational skills with the ability to manage competing priorities across multiple groups and stakeholders simultaneously
• Confidence in navigating direct, sometimes difficult conversations with managers and partners while maintaining professionalism and sound judgment
• Excellent interpersonal skills with the ability to build trust and credibility across all levels of the organization
• High attention to detail, especially in tracking hours, utilization data, and scheduling accuracy
• Comfort working independently and taking ownership of a function without constant direction
• Proficiency in Microsoft Office Suite, particularly Excel

Nice To Haves

• Experience with XCM or similar workflow management tools is a plus, but not required
• Prior exposure to tax processes, accounting environments, or professional services scheduling is helpful
• Demonstrated ability to hold firm on scheduling decisions when challenged by managers or senior stakeholders, while maintaining strong working relationships
• Experience supporting a scheduling or resource management function within a Tax team
• Familiarity with tracking utilization rates, billable hour benchmarks, and workflow capacity data
• Ability to operate as a neutral third party across competing team interests, making balanced decisions that serve the department as a whole
• Strong sense of ownership, initiative, and follow-through — you do not wait to be asked twice
• Enthusiasm for learning the firm's culture, systems, staff, and client service expectations within the first 90 days

Responsibilities

• Own daily and weekly monitoring of staff hours, identifying individuals who are underutilized, over-capacity, or at risk of missing billable targets
• Coordinate work assignments across Tax groups and managers, facilitating reallocation of available staff when workload demands shift
• Attend group and team meetings regularly to maintain visibility into workload, capacity, and staffing needs across the department
• Engage service line leaders directly to negotiate staffing moves, ensuring equitable distribution of work while respecting manager priorities and client commitments
• Serve as the single intake point for scheduling requests, using a dedicated channel to manage and prioritize incoming needs
• Follow up on timesheet submission compliance and escalate gaps or patterns to the appropriate manager or leadership contact
• Pull and maintain utilization reports, billable hour benchmarks, and burnout indicators to support leadership decision-making
• Collaborate with the Tax service line leader in regular check-ins to review staffing status, flag concerns, and align on priorities
• Support the transition to XCM, learning new workflows and helping the department adopt updated scheduling tools and processes
• Maintain scheduling accuracy across engagements and help ensure that deadlines and client commitments are met

Benefits

• We embrace authenticity.
• Kaufman Rossin is an equal opportunity employer.
• We are committed to creating a culture that reflects the diversity of our firm and clients.
• We encourage understanding, acceptance, and celebration among all people.
• That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity.
• Differences make unique varieties.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed