Tax Scheduling Manager
CurrentOversight, coordination and allocation of tax preparation and review assignments to ensure efficient workflow and timely delivery of client services. Collaborate closely with tax professionals to manage workloads, monitor deadlines, and resolve scheduling conflicts, all while optimizing resources to meet client and team needs. Utilize exceptional organizational skills, attention to detail, and the ability to balance competing priorities in a fast-paced environment. By streamlining scheduling processes, play a key role in enhancing productivity and supporting the firm’s commitment to outstanding client service.Assist with managing the scheduling and coordination of CPE programs and training sessions including organizing courses, tracking compliance with licensing requirements, and ensuring timely delivery of learning opportunities to support staff development.