Tax Coordinator

JOB SUMMARYThe role of a tax department coordinator is one that requires a great deal of organization, strong communication skills and attention to detail. They are responsible for coordinating various aspects of the tax practice, including scheduling internal and outsourced staff, and coordinating and facilitating department activities and training.

The tax coordinator will work to support the tax department head in facilitating and leading the growth of the various offices in the region. A strong knowledge of the tax process and team environment is preferred to properly facilitate scheduling needs across the region. The tax coordinator must have the ability to pivot and prioritize requests in a fast-paced environment. This often means juggling competing demands from different stakeholders and keeping everyone informed about progress on their respective projects.

JOB DESCRIPTION

Scheduling Management:

• Update daily schedules in scheduling software

• Lead weekly regional scheduling meetings with staff and managers

• Oversee busy season scheduling to ensure smooth operations

• Manage the return workload for all colleagues

Outsourced Staff & Shared Resources Team Coordination:

• Manage daily schedules for outsourced staff

• Promote and expand the utilization of outsourced services across the region

• Track staff utilization and realization metrics

• Coordinate training and development programs for the outsourced and shared resources teams

Department Activity Coordination:

• Conduct weekly reports to showcase the movement of returns and associated utilized hours

• Organize department meetings

• Plan and facilitate welcome happy hours and team-building activities

• Manage internship activities, including lunches and other events

• Coordinate the annual department retreat

Training & Development:

• Develop the full workflow and written materials on what happens from a return start to finish

• Coordinate onboarding training and activities for new hires

• Plan and manage national tax training sessions

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time

Travel required

• Little travel is ever required of this position.

Required education and experience

• High School Diploma or GED or High School equivalent certificate

• 1 – 2 year(s) of public accounting experience or supporting a professional services firm

Preferred education and experience

• Bachelor’s degree or equivalent technology experience

• Public accounting or other professional services environment preferred

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our Queensbury location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $52,000 to $55,000.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.