Resource Management and Scheduling Coordinator

RubinBrown Career•Kansas City, MO

13h

About The Position

RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis. Overview RubinBrown is looking for a Resource Management and Scheduling Coordinator to support the Tax Services Practice. The role of Resource Management and Scheduling Coordinator will support the workflow, coordination and engagement management with our internal team members serving external clients of the firm. This position is expected to be a liaison between engagement managers and team members.

Requirements

Strong technical skills including the ability to utilize technology and the commitment to learning in a technology environment
Strong team orientation
Energetic, enthusiastic and willingness to take initiative and instruction
Ability to meet challenging client requirements and provide quality client service
Utilize analytical and research abilities
Proficiency in Microsoft Office programs (Word and Excel required).
Excellent interpersonal, and verbal and written communication skills
Strict adherence to professional ethics
Ability to successfully contribute to the success of a strategic business unit of the firm
Ability to sit for long periods of time
Ability to move throughout office
Ability to lift, carry, push, pull up to 10 pounds
Ability to speak English to communicate with clients, team members, etc...

Nice To Haves

Associates degree in Accounting or related degree, preferred
Prior public accounting experience is a plus

Responsibilities

Manage team member schedules for client engagements and special projects
Generate and distribute weekly staffing/scheduling reports from Practice Management, ProStaff, CCH Suite, Workstream and ProStaff
Coordinate with scheduling coordinators in other offices to move work as needed
Coordinate and lead scheduling meetings
Participate in weekly scheduling calls with office scheduling coordinators during tax season
Coordinate schedules of tax interns and any seasonal professional staff team members
Maintain frequent communication with staff to have most current scheduling information
System maintenance of assignments in ProStaff, Workstream and Client Central
Manage assignments for tax team members in ProStaff
Review budgeted hours with tax managers for accuracy
Edit team member schedules as engagements shift
Update assignments in Workstream as needed
Assist new tax partners/managers with client transitions—update Client Central, Workstream and Prostaff
Tax Production reporting
Prepare and distribute standard weekly due date/project tracking reports for all offices
Obtain documentation of team member PTIN numbers and maintain annual list for compliance
Manage tax return compliance for designated client groups and/or Partners, including:
Gathering client data directly from clients and third-party providers for tax preparation and moving files into preparation
Acting as liaison among RubinBrown client teams, clients and outsourcing partners to gather missing tax information
Assisting client teams with delivery of tax returns and execution of necessary efiling signature forms
Assisting client teams with efiling rejections
Maintain client records and files as well as assist with administrative workflow on RubinBrown automated systems
Handle regular correspondence with clients as delegated by partner group
Maintain tickler of various other client projects that arise throughout the year
Prepare monthly invoices and account statements for assigned client groups and/or Partners
Other duties--as assigned