Scheduling / Workflow Coordinator

An ADP client is currently recruiting for an experienced individual tobe their next Workflow Coordinator and work out of their downtown Manhattan, NY 10006 location.

Who We Are :

We are a medium-sizedCPA firm with offices in downtown Manhattan and Lakewood, NJ. Our"style" is such that we collaborate very closely with the principalsand management of all our clients.

We bring with us expertise and experience inaccounting, taxes, management, and financial advisory services covering a broadrange of industries.

Weinvest in our employees and provide the latest technology, as well ason-the-job training and continuing professional education .

About the Role :

The Workflow Coordinator serves a critical roleon our client service team. Broadly, the position will involve working with Partners and SeniorManagers to anticipate scheduling needs and assure all engagements are properlystaffed.

What You Will Do :

Core duties and responsibilities include the following.

• Engage with managers and staff to obtain an understanding ofongoing staffing needs, staff skills and to assure all engagements are properlystaffed.
• Act as primary point of contact for managers' and senior staffscheduling requests, as well as for unassigned staff.
• Maintain and communicate on a regular basis updated short-term andlong-term staffing schedules to partners, managers and staff.
• Anticipate and resolve scheduling conflicts as they arise,including working with affected managers and staff to optimize recommendationsand solutions.
• Be aware of deadlines and priorities to ensure engagements are completed in a timely manner.
• Analyze staff availability and productivity and communicate withPartners regarding ongoing and future staffing needs.
• Performs other relatedduties as assigned by manager or partner.

Our Perfect Candidate

Education and Experience :

• Bachelor's degree inBusiness related field.
• Prior work experience ina similar role (2 to 3 years) in a CPA firm or law firm is required.
• Experience using workflow and other technological solutions to achievegoals.
• Knowledge of CCH Access-XCM is a MUST.
• Excellent Microsoft Excel skills.

Required Abilities andSkills :

• Stronginterpersonal, verbal, and written communication skills.
• Must be detailoriented and possess excellent analytical and organizational skills.
• Ability tomanage multiple priorities.
• Demonstratedability to anticipate and solve scheduling related issues as they arise.
• Availabilityto work additional hours as needed during tax season.

Company Offers :

• Salary starting at $80k ,commensurate with experience and education.
• We offer an excellentwork environment as well as competitive salaries and an excellent fringebenefits package.

To Apply :

Please submit your resume

via the 'Apply Now'button!

We are an Equal Opportunity Employer!

keywords : CCH Access-XCM, workflow planning, workflow management, workflow software, business workflow, workflow applications, managing workflow, workflow development, workflow organization, workflow organizer

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Last updated : 2024-03-04