Tax Scheduling Manager

Crete Professionals Alliance • Boca Raton, FL

7d • Onsite

About The Position

AbitOs Accountants + Advisors, is hiring! AbitOs Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Coral Springs, FL; Boca Raton, FL; and Aventura, FL. Join a rapidly growing organization with a strategic vision and dynamic plan.

We are seeking a detail-oriented and proactive Tax Scheduling Manager for our Boca Raton office. This role is responsible for overseeing the scheduling, tracking, and assignment of tax compliance work. The Tax Scheduling Manager ensures deadlines are met, workloads are balanced, and work flows smoothly between staff, managers, and partners. The ideal candidate will combine technical understanding with strong organizational and communication skills to keep the tax department operating efficiently.

Additionally, AbitOs is a member of the Crowe Global Network. This affiliation provides AbitOs with access to global resources and expertise, while still maintaining a personalized touch to better serve our clients' needs.

We are committed to fostering a supportive and inclusive workplace where every
team member can thrive. Apply today to be part of a company that values its
people and their contributions!

Located in our Boca Raton office, this role offers the opportunity to directly impact the efficiency and success of our tax department. As Tax Scheduling Manager, you’ll play a critical role in workload management, team efficiency, and ensuring client commitments are consistently met.

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

Requirements

• Experience in public accounting required.
• Strong organizational and scheduling skills with the ability to manage multiple, competing deadlines.
• Proficiency with scheduling and workflow management tools (e.g., Doc.IT, Excel pivot tables).
• Excellent communication skills with the ability to collaborate across all levels of the firm.
• Proven ability to anticipate and resolve scheduling conflicts and resource challenges.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, or a related field is a plus.
• Experience from another CPA firm or broader accounting environment is strongly preferred.

Responsibilities

• Manage and oversee Audit Doc.IT assignments to ensure accuracy and timely completion.
• Assign tax returns and projects to staff based on experience level, capacity, and deadlines.
• Track and monitor all audit and tax due dates to ensure compliance deadlines are met.
• Prepare and distribute due date recap reports for leadership review.
• Develop and maintain manager pivot reports for resource allocation and workload distribution.
• Monitor review timing to ensure manager and partner reviews are completed within established deadlines.
• Track and balance tax staff workloads, reallocating resources as needed to maximize efficiency.
• Lead and facilitate partner pivot meetings, providing updates on workload and due date status.
• Support partner pivots with accurate, timely scheduling and workload data.
• Review and analyze tax staff timesheets to monitor productivity, efficiency, and workload trends.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Manager