The Role
Coordinate firmwide staffing and scheduling across service lines and office locations. Assign personnel based on availability, experience, engagement needs, and deadlines; monitor utilization, workloads, capacity, PTO, and staffing conflicts; support peak tax and audit periods; maintain scheduling data and reports; facilitate resource planning meetings; communicate assignments and resolve competing staffing priorities with leaders and engagement teams.
Summary Generated by Built In
Position: Firmwide Resource Coordinator
Location: 9690 Deereco Rd. Timonium, MD 21093
Department: Operations
Work Arrangement: Hybrid – 3 days/week in office
Salary Range: $22.00-$25.00/hour
Why Join KatzAbosch?
Are you ready to drive the growth of a dynamic financial services firm? Do you value work-life balance and crave flexibility in your career? At KatzAbosch, we help our clients and employees create, grow, and protect their success. As a premier Maryland accounting firm, we provide top-tier accounting, tax, financial, and management consulting services.
If you’re looking for a workplace that values growth, innovation, and commitment, KatzAbosch is the place for you.
Your Role and Impact
The Firmwide Scheduler is responsible for coordinating and maintaining the Firm's comprehensive scheduling process across all service lines and office locations. This role works closely with shareholders, principals, department leaders, and engagement teams to allocate personnel resources effectively, balance workloads, and ensure appropriate staffing coverage for client engagements and deliverables.
The Scheduler serves as a central point of coordination for firmwide resource planning, with a focus on optimizing staff utilization, proactively identifying scheduling conflicts, and supporting the Firm's ability to meet client deadlines and operational objectives. This position requires strong organizational skills, attention to detail, sound judgment, and the ability to communicate effectively with personnel at all levels of the organization.
Your responsibilities will include:
We prioritize the success and well-being of our employees by offering a comprehensive benefits package designed to support both personal and professional growth. This includes a competitive salary and performance-based bonuses, along with health, dental, and vision insurance. Employees also benefit from a 401(k) retirement plan with company matching, generous PTO, and paid holidays. Additionally, we provide short-term disability (STD) and long-term disability (LTD) coverage, paid parental leave, and life insurance. With a strong focus on professional development, we offer ample opportunities for growth in a dynamic and inclusive workplace where your ideas are valued.
Ready to Elevate Your Career?
If you're excited about this opportunity, we want to hear from you! Apply today! Applications are reviewed on a rolling basis, don’t miss your chance to be part of something great.
Join KatzAbosch and take your career to new heights!
Location: 9690 Deereco Rd. Timonium, MD 21093
Department: Operations
Work Arrangement: Hybrid – 3 days/week in office
Salary Range: $22.00-$25.00/hour
Why Join KatzAbosch?
Are you ready to drive the growth of a dynamic financial services firm? Do you value work-life balance and crave flexibility in your career? At KatzAbosch, we help our clients and employees create, grow, and protect their success. As a premier Maryland accounting firm, we provide top-tier accounting, tax, financial, and management consulting services.
If you’re looking for a workplace that values growth, innovation, and commitment, KatzAbosch is the place for you.
Your Role and Impact
The Firmwide Scheduler is responsible for coordinating and maintaining the Firm's comprehensive scheduling process across all service lines and office locations. This role works closely with shareholders, principals, department leaders, and engagement teams to allocate personnel resources effectively, balance workloads, and ensure appropriate staffing coverage for client engagements and deliverables.
The Scheduler serves as a central point of coordination for firmwide resource planning, with a focus on optimizing staff utilization, proactively identifying scheduling conflicts, and supporting the Firm's ability to meet client deadlines and operational objectives. This position requires strong organizational skills, attention to detail, sound judgment, and the ability to communicate effectively with personnel at all levels of the organization.
Your responsibilities will include:
- Manage the Firm's centralized scheduling process across all service lines, departments, and office locations.
- Coordinate personnel assignments based on availability, experience, engagement requirements, and client deadlines.
- Collaborate with Shareholders, Principals, and Department Leaders to balance workloads, prioritize engagements, and address competing resource needs.
- Monitor staffing levels, employee utilization, workloads, capacity, and upcoming deadlines to proactively identify scheduling conflicts and capacity constraints.
- Coordinate scheduling during peak workload periods, including tax season, audit busy season, and other critical deadlines.
- Maintain visibility into PTO, leaves of absence, holidays, training commitments, and other factors impacting staff availability.
- Partner with Human Resources and Department Leaders regarding new hires, onboarding schedules, promotions, transfers, and departures that impact staffing capacity.
- Maintain accurate scheduling data and prepare reports to support resource planning, capacity forecasting, utilization analysis, and future staffing needs.
- Facilitate regular scheduling meetings with Department Leaders to review workloads, upcoming deadlines, staffing needs, and resource availability.
- Serve as a liaison between engagement teams and leadership to resolve scheduling conflicts and staffing concerns.
- Communicate staffing assignments, schedule changes, and resource availability to relevant personnel.
- Perform other duties as assigned by the Chief Operating Officer.
- One or more years of experience in scheduling, resource management, workforce planning, or a related role.
- Experience in public accounting or a professional services environment preferred.
- Experience coordinating schedules across multiple teams, departments, or locations preferred.
- Strong understanding of public accounting engagement cycles, including tax, audit, and advisory services preferred.
- Strong organizational, analytical, and problem-solving skills, with the ability to manage competing priorities in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to work effectively with personnel at all levels.
- Demonstrated ability to influence and collaborate with leaders to resolve competing staffing priorities.
- Proficiency in Microsoft Office, particularly Excel and Outlook; advanced Excel skills, including reporting, data analysis, and pivot tables, preferred.
- Experience with scheduling, resource management, or practice management software preferred.
- Strong attention to detail and ability to maintain accuracy in a dynamic, fast-paced environment.
- Ability to exercise sound judgment, maintain confidentiality, and work independently in a deadline-driven environment.
We prioritize the success and well-being of our employees by offering a comprehensive benefits package designed to support both personal and professional growth. This includes a competitive salary and performance-based bonuses, along with health, dental, and vision insurance. Employees also benefit from a 401(k) retirement plan with company matching, generous PTO, and paid holidays. Additionally, we provide short-term disability (STD) and long-term disability (LTD) coverage, paid parental leave, and life insurance. With a strong focus on professional development, we offer ample opportunities for growth in a dynamic and inclusive workplace where your ideas are valued.
Ready to Elevate Your Career?
If you're excited about this opportunity, we want to hear from you! Apply today! Applications are reviewed on a rolling basis, don’t miss your chance to be part of something great.
Join KatzAbosch and take your career to new heights!
Skills Required
- At least one year of experience in scheduling, resource management, workforce planning, or a related role
- Strong organizational, analytical, and problem-solving skills
- Ability to manage competing priorities in a fast-paced environment
- Excellent communication and interpersonal skills
- Ability to collaborate with leaders to resolve competing staffing priorities
- Proficiency in Microsoft Office, particularly Excel and Outlook
- Strong attention to detail and ability to maintain accuracy
- Sound judgment, confidentiality, and ability to work independently in a deadline-driven environment
- Experience in public accounting or a professional services environment
- Experience coordinating schedules across multiple teams, departments, or locations
- Understanding of public accounting engagement cycles, including tax, audit, and advisory services
- Advanced Excel skills, including reporting, data analysis, and pivot tables
- Experience with scheduling, resource management, or practice management software
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The Company
What We Do
KatzAbosch is a premier Maryland-based Certified Public Accounting (CPA) and consulting firm serving the mid-Atlantic region. The firm provides top-tier audit, tax, accounting, and management consulting services to help clients optimize taxes, enhance financial reporting, and maintain compliance. Committed to helping clients create, grow, and protect their success, they have extensive experience serving government contractors, construction companies, and non-profit organizations.
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