OverviewRubinBrown is seeking a Resource Management and Scheduling Manager to lead resource management and scheduling strategy across the firm's entire tax department. This role reports directly to the Partner-in-Charge of the Tax Department and serves as the centralized leader responsible for optimizing how tax professionals are deployed across all offices and specialty practice areas.
This role will lead the migration to a single, standardized scheduling platform and methodology and establish a consistent cadence of scheduling meetings and reporting to support proactive planning and informed decision-making.
Major Responsibilities- Oversee firmwide staffing across all RubinBrown tax offices and specialty practice areas
- Ensure that we are maximizing our one-firm approach to scheduling and resource management
- Standardize scheduling platforms, tools, and methodologies
- Partner with Tax leadership on forecasting, utilization, and hiring strategy
- Establish regular scheduling meetings and standardized reporting cadence
- 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 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 e-filing signature forms
- Assisting client teams with e-filing 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
Preferred Experience/Background/Skills- Associates degree in Accounting or related degree, preferred
- Prior public accounting experience is a plus
- 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
Working Conditions- The typical office hours are 8:00 a.m. to 5:00 p.m.
- Ability to work extra hours February through April
- Travel for this position will be minimal
- Ability to sit for long periods of time
- Ability to move throughout office
