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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in operational coordination, project management, and resource planning within professional services, with a strong focus on workflow optimization and communication. Proficient in monitoring deadlines, managing workloads, and supporting team dynamics to enhance productivity and efficiency.
Highest-signal resume keywords
Operations ManagementProject CoordinationMicrosoft Office Suite ProficiencyWorkflow OptimizationCommunication Skills
About the role
Key responsibilities & impact- Monitor tax return life-cycle phases from preparation through e-file
- Monitor due dates, target dates, filing deadlines, delivery timing, turnaround expectations, and final-week deadline readiness
- Identify stalled, aging, or at-risk work and communicate emerging delivery risks
- Review utilization, capacity, workload distribution, production demand, and complexity for resource planning
- Support assignments, reassignments, resource coordination, pool team structure, PM/CSM decisions, and filing-season planning
- Coordinate support for overloaded team members, available-work needs, staffing observations, and capacity planning
- Monitor onshore and offshore workload, capacity, workflow movement, turnaround, demand, training needs, and operational constraints
- Identify offshore opportunities and coordinate approved processes, meetings, training, and adoption support
- Partner with Lead Tax Processor to resolve recurring administrative or communication barriers
- Monitor adherence to workflows, assignment methods, direct-assignment rules, FIFO expectations, required fields, and process standards
- Identify incomplete workflow information, outdated dates, aging notes, and inconsistencies between tax and workflow systems
- Coordinate cleanup, authorized updates, system alignment, software/workflow support, ticket follow-up, approved improvements, and process documentation
- Prepare tax huddle agendas and communicate deadline progress, workflow reminders, process changes, software updates, and operational priorities
- Serve as an operational liaison and route technical, policy, personnel, or client-relationship matters to appropriate leaders
- Conduct check-ins focused on workload, workflow movement, due dates, process understanding, offshore opportunities, training needs, obstacles, and follow-ups
- Support onboarding, intern-program logistics, operational training, buddy resources, related materials, documented follow-ups, and escalation of sustained workflow or training concerns
Requirements
What you’ll need- Experience in operations, project coordination, or administrative roles, preferably within professional services such as accounting, legal, or consulting
- Strong attention to detail and ability to keep multiple projects moving simultaneously
- Proficiency with Microsoft Office Suite
- Comfort learning new software or workflow tools
- Excellent written and verbal communication skills
- Ability to collaborate across levels and departments
- Proactive mindset with ability to anticipate needs and solve problems before escalation
Benefits
Comp & perks- Generous paid time off
- Comprehensive medical, dental, and vision coverage
- Life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
- Benefits available to full-time employees regularly scheduled to work at least 30 hours per week
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Resource PlanningWorkflow MonitoringDeadline ManagementProcess DocumentationCapacity Planning
Soft Skills
Attention to DetailProblem-SolvingCollaborationProactive MindsetCommunication
Tools & Technologies
Workflow ToolsMicrosoft Office Suite
Industry Keywords
Professional ServicesAccountingLegalConsulting