Workflow Coordinator

Crete Professionals Alliance • Woodbury, NY

2d • $70,000 - $75,000 • Onsite

About The Position

Reid Accountants + Advisors, is hiring! Reid 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 Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking an experienced Workflow Coordinator to join our team. The ideal candidate will have a strong understanding of tax, attest and accounting practices and will be responsible for monitoring the workflow and ensuring timely completion of projects for the firm. Key Objectives: · Monitor and manage the daily workflow within the tax, attest and accounting departments to ensure efficiency and timely completion of tasks. · Analyze workloads and allocate resources accordingly to optimize productivity and meet project deadlines. · Implement workflow processes and procedures to streamline operations and improve team performance. · Provide regular updates to management on workflow status, performance metrics, and potential areas for improvement. · Collaborate with team members and department heads to identify and resolve workflow issues or bottlenecks. · Ensure compliance with internal policies, industry regulations, and professional standards. · Stay informed on industry developments and best practices in workflow management within the accounting industry.

Requirements

• Bachelor's degree preferred.
• Understanding of tax, attest and accounting principles and practices.
• Proven experience in workflow management, preferably within an accounting environment.
• Excellent organizational and time management skills with the ability to prioritize tasks effectively.
• Detail-oriented with a focus on accuracy and quality control.
• Proficiency in Microsoft Office Suite and workflow management software such as CCH Axcess Workflow.
• Strong communication and interpersonal skills to effectively collaborate with team members and stakeholders.
• Ability to adapt to change and thrive in a fast-paced, deadline-driven environment.
• Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work ( Required )

Responsibilities

• Monitor and manage the daily workflow within the tax, attest and accounting departments to ensure efficiency and timely completion of tasks.
• Analyze workloads and allocate resources accordingly to optimize productivity and meet project deadlines.
• Implement workflow processes and procedures to streamline operations and improve team performance.
• Provide regular updates to management on workflow status, performance metrics, and potential areas for improvement.
• Collaborate with team members and department heads to identify and resolve workflow issues or bottlenecks.
• Ensure compliance with internal policies, industry regulations, and professional standards.
• Stay informed on industry developments and best practices in workflow management within the accounting industry.

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: Mid Level