Crete Professionals Alliance · 1 week ago
Tax Scheduling Manager
Boca Raton, FL
Full-time
Onsite
Mid LevelAbitOs Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. They are seeking a detail-oriented and proactive Tax Scheduling Manager who will oversee the scheduling, tracking, and assignment of tax compliance work to ensure deadlines are met and workloads are balanced.
Accounting
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
Qualification
Required
Experience in public accounting required
Bachelor's degree in Accounting, Finance, or a related field is a plus
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
Preferred
Experience from another CPA firm or broader accounting environment is strongly preferred
Benefits
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
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
Founded in 2023
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
Company data provided by crunchbase