Tax Scheduling Manager

Job Description

Job Description

AbitOs Accountants + Advisors, is hiring! AbitOs Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Coral Springs, FL; Boca Raton, FL; and Aventura, FL. Join a rapidly growing organization with a strategic vision and dynamic plan.

We are seeking a detail-oriented and proactive Tax Scheduling Manager for our Boca Raton office. This role is responsible for overseeing the scheduling, tracking, and assignment of tax compliance work. The Tax Scheduling Manager ensures deadlines are met, workloads are balanced, and work flows smoothly between staff, managers, and partners. The ideal candidate will combine technical understanding with strong organizational and communication skills to keep the tax department operating efficiently.

Additionally, AbitOs is a member of the Crowe Global Network. This affiliation provides AbitOs with access to global resources and expertise, while still maintaining a personalized touch to better serve our clients' needs.

We are committed to fostering a supportive and inclusive workplace where every
team member can thrive. Apply today to be part of a company that values its
people and their contributions!

Key Responsibilities

• Manage and oversee Audit Doc.IT assignments to ensure accuracy and timely completion.

• Assign tax returns and projects to staff based on experience level, capacity, and deadlines.

• Track and monitor all audit and tax due dates to ensure compliance deadlines are met.

• Prepare and distribute due date recap reports for leadership review.

• Develop and maintain manager pivot reports for resource allocation and workload distribution.

• Monitor review timing to ensure manager and partner reviews are completed within established deadlines.

• Track and balance tax staff workloads, reallocating resources as needed to maximize efficiency.

• Lead and facilitate partner pivot meetings, providing updates on workload and due date status.

• Support partner pivots with accurate, timely scheduling and workload data.

• Review and analyze tax staff timesheets to monitor productivity, efficiency, and workload trends.
  

Qualifications

• Experience in public accounting required.

• Bachelor’s degree in Accounting, Finance, or a related field is a plus.

• Experience from another CPA firm or broader accounting environment is strongly preferred.

• Strong organizational and scheduling skills with the ability to manage multiple, competing deadlines.

• Proficiency with scheduling and workflow management tools (e.g., Doc.IT, Excel pivot tables).

• Excellent communication skills with the ability to collaborate across all levels of the firm.

• Proven ability to anticipate and resolve scheduling conflicts and resource challenges.
  

Why Join Us

Located in our Boca Raton office, this role offers the opportunity to directly impact the efficiency and success of our tax department. As Tax Scheduling Manager, you’ll play a critical role in workload management, team efficiency, and ensuring client commitments are consistently met.

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

"AbitOs", an independent member of the Crete Professionals Alliance, is the brand name under which AbitOs, PLLC and AbitOs Advisors LLC and its subsidiary entities provide professional services. AbitOs, PLLC and AbitOs Advisors LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. AbitOs, PLLC is a licensed independent CPA firm that provides attest services to its clients, and AbitOs Advisors LLC and its subsidiary entities provide tax and business consulting services to their clients. AbitOs Advisors LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the AbitOs brand are independently owned and are not liable for the services provided by any other entity providing the services under the AbitOs brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by AbitOs, PLLC and AbitOs Advisors LLC.

Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.

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