Scheduling / Workflow Coordinator at Leshkowitz & Company R.L.L.P.
Manhattan, NY 10006
About the Job
Scheduling / Workflow Coordinator
An ADP client is currently recruiting for an experienced individual to
be their next Workflow Coordinator and work out of their downtown Manhattan, NY 10006 location.
Who We Are:
We are a medium-sized
CPA firm with offices in downtown Manhattan and Lakewood, NJ. Our
"style" is such that we collaborate very closely with the principals
and management of all our clients. We bring with us expertise and experience in
accounting, taxes, management, and financial advisory services covering a broad
range of industries.
About the Role:
The Workflow Coordinator serves a critical role
on our client service team. Broadly, the position will involve working with Partners and Senior
Managers to anticipate scheduling needs and assure all engagements are properly
staffed.
What You Will Do:
Core duties and responsibilities include the following.
- Engage with managers and staff to obtain an understanding of
ongoing staffing needs, staff skills and to assure all engagements are properly
staffed. - Act as primary point of contact for managers’ and senior staff
scheduling requests, as well as for unassigned staff. - Maintain and communicate on a regular basis updated short-term and
long-term staffing schedules to partners, managers and staff. - Anticipate and resolve scheduling conflicts as they arise,
including working with affected managers and staff to optimize recommendations
and solutions. - Be aware of deadlines and priorities to ensure engagements are completed in a timely manner.
- Proactively monitor time reports, staff utilization,
availability, and productivity. - Analyze staff availability and productivity and communicate with
Partners regarding ongoing and future staffing needs. - Performs other related
duties as assigned by manager or partner.
Our Perfect Candidate
Education and Experience:
- Bachelor’s degree in
Business related field. - Prior work experience in
a similar role (2 to 3 years) in a CPA firm or law firm is required. - Experience using workflow and other technological solutions to achieve
goals. - Knowledge of CCH Access-XCM is a MUST.
- Excellent Microsoft Excel skills.
Required Abilities and
Skills:
- Strong
interpersonal, verbal, and written communication skills. - Must be detail
oriented and possess excellent analytical and organizational skills. - Ability to
manage multiple priorities. - Demonstrated
ability to anticipate and solve scheduling related issues as they arise. - Availability
to work additional hours as needed during tax season.
Company Offers:
- Salary starting at $80k+,
commensurate with experience and education. - We offer an excellent
work environment as well as competitive salaries and an excellent fringe
benefits package.
To Apply:
Please submit your resume
via the ‘Apply Now’
button!
We are an Equal Opportunity Employer!