Tax Resource Management Specialist

WHY we get up in the morning

At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.

WHAT we believe

We believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future.

HOW we succeed

We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

Summary of Role:

We are seeking a highly organized and detail-oriented Tax Scheduler to join our team. The Tax Scheduler will assist the Tax Resource Management Supervisor in managing and coordinating the scheduling of tax engagements, ensuring optimal utilization of resources, and supporting the tax department in meeting client deadlines and business objectives. The ideal candidate will have strong communication skills, an ability to manage multiple priorities, and a proactive approach to problem-solving. 

You will be responsible for:

• Coordinating the scheduling of tax engagements to ensure efficient use of staff and resources.
• Working closely with tax partners, managers, and other team members to assign appropriate staff to projects based on availability, expertise, and client needs.
• Monitoring and adjusting schedules to meet changing client demands, deadlines, and internal priorities.
• Collaborating with resource managers to identify gaps or conflicts in scheduling and proposing solutions.
• Ensuring that staff are appropriately aligned based on their technical skills, industry knowledge, and geographic location.
• Maintaining and updating scheduling software (CCH Axcess Workflow Scheduler) with accurate data on staff availability, project timelines, and client requirements.
• Communicating scheduling changes and updates to relevant team members in a timely manner.
• Assisting in forecasting resource needs for future tax seasons and engagements.
• Supporting the tax department in achieving its financial and operational goals by optimizing staff utilization.

Qualifications:

• Proven experience in scheduling, resource management, or a similar role (experience in a tax environment strongly preferred).
• Strong organizational and multitasking skills, with an ability to prioritize and manage competing deadlines.
• Excellent communication and interpersonal skills, with the ability to work collaboratively with team members at all levels and resolve conflicts in a professional and diplomatic way.
• Proficiency in scheduling software (CCH Axcess Workflow Scheduler) and MS Office (Excel, Word, etc.).
• Detail-oriented with strong problem-solving abilities.
• Ability to adapt to a fast-paced and changing work environment.

Preferred Qualifications:

• Minimum of one year of resource management or client service delivery experience within a professional services environment.
• Minimum two years of Tax background or experience preferred.
• Proficient in Microsoft Office Suite applications including Word, Excel, and Outlook.

Seven decades, overriding focus: our people and our clients.

GHJ was founded in 1953, making us one of the oldest independent firms in the Los Angeles area. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 22 partners and approximately 200 staff members that serve over 3,000 clients. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining strong relationships are the cornerstones of our success.

We are also an independent member of HLB International, a worldwide organization of over 250 member professional accounting firms and business advisors. This affiliation gives us access to the subject matter experts of other member firms and provides consulting and professional services in over 158 countries through its nearly 800 offices worldwide.

GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $80,000 - $90,000. 

Equal Employment Opportunity

GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.

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