Workflow Manager - US Tax Returns

The Scheduler will be responsible for managing the workflow and resource allocation of tax return projects across our multi-office and hybrid workforce. This includes working directly with tax partners, managers, and staff to understand project requirements, coordinate assignments, and ensure efficient and timely execution. You will be the operational linchpin ensuring that projects don’t fall through the cracks.

Key Responsibilities

Project Coordination:

Manage the lifecycle of tax return engagements from scheduling and assignment to tracking progress and final delivery.

Resource Allocation:

Assign work to in-office and remote preparers and reviewers, optimizing for availability, skillset, and deadlines.

Workflow Monitoring:

Continuously track engagement status, identify bottlenecks, and flag projects at risk of delays, overruns, or budget issues.

Communication Hub:

Act as the central liaison between schedulers, tax staff, and partners to clarify project scopes, timelines, and expectations.

Issue Escalation & Resolution:

Proactively identify and resolve workflow inefficiencies, reassignment needs, or priority conflicts.

Reporting & Insights:

Provide weekly status reports and metrics to practice leaders and operations team on project volume, completion timelines, and resource utilization.

Qualifications

• Proven experience in workflow scheduling, project coordination, or operations—preferably in a CPA firm or professional services environment.
• Strong familiarity with tax return preparation cycles and deadlines is a major plus.
• Exceptional communication skills—verbal and written—with the ability to engage all levels of the organization.
• High attention to detail and ability to juggle multiple competing priorities.
• Tech-savvy with scheduling, project management, or workflow software (e.g.,

  Karbon

  , Zoho Projects or equivalent).
• Self-starter, comfortable working independently in a fully remote environment.