Tax Compliance Expeditor

For 65 years, Schneider Downs has provided accounting, tax and consulting services through our team of innovative thought leaders who are committed to our approach of providing Big Thinking with a Personal Focus.

Our client roster includes a diverse blend of well-established regional businesses, not-for-profits and exciting start-ups. Regardless of industry or corporate profile, our clients receive the highest level of responsiveness, proactivity and personal attention to their individual needs. We call that commitment the SD Standard and it's what makes us different.

At Schneider Downs, we believe that diversity, equity and inclusion contribute to a better company, better client services and a better world. We want everyone to feel they can be themselves by sharing the wide range of perspectives they represent, thereby fostering an environment where differences are truly valued and celebrated. Fostering this type of environment empowers our colleagues to do their best work and we encourage everyone to consider becoming a part of it.

SUMMARY

As a Tax Compliance Expeditor, you will provide comprehensive project and administrative support to a growing and evolving Tax Department. The Tax Compliance Expeditor will participate in, support, and manage the overall compliance engagement administration and various phases of the tax return process primarily retrieving client data, coordinating outsourcing/preparation of tax returns as well as monitoring the completion and delivery of returns.

We are open to individuals who would like to work full-time or part-time in this role.

RESPONSIBILITIES

• Monitor, resource, and track returns for tax clients including receiving, organizing and retrieving client data, tracking of workflow through entire cycle, and communicating progress to team members
• Manage the administrative process of a tax return including tracking that necessary documents are received and moved timely through the process
• Collaborate with engagement managers/team members to meet client expectations
• Monitor administration of controls in the return/engagement process to ensure all relevant controls are performed for each engagement throughout project lifecycle
• Create and maintain project coordination procedures to support the success of the full return/engagement lifecycle from initiation to close
• Help monitor compliance workload balancing and coordinate with other tax compliance expeditors
• Update workflow software and keep projects moving in system as needed; update CRM system; assist clients with software navigation and answer questions
• Reviews budget to actual analysis
• Complete special projects and other duties as assigned to support the needs of the organization and the department's commitment to operational excellence
• Prepare client scope of work agreements (MSAs and other documents, as needed) for distribution to clients and track status

QUALIFICATIONS

Required:

• Bachelors' degree in Business or related field OR High School Diploma/GED and four years of relevant experience required
• Minimum of three years of experience in project coordination and progressively responsible experience providing administrative support to multiple constituents is required

Preferred:

• Previous professional services firm experience is strongly preferred

Other:

• Advanced knowledge of Microsoft Office suite, including Word and Excel
• Strong writing, proofreading, editing and language skills
• Extreme attention to detail, and strong organizational skills
• Ability to define priorities and to handle multiple tasks and projects, with minimal direction
• Ability to work under pressure; maintain problem-solving attitude
• Adaptable; able to change focus quickly
• Strong interpersonal skills in working with internal staff, shareholders and clients
• Strong telephone oral communication skills
• Discreet, with ability to keep information confidential
• Knowledge of office support practices and techniques

At Schneider Downs, we recognize that our culture is our identity. It is the building block of what makes us unique. Even as we grow, we are working hard to retain that same close-knit culture and continuously promote a positive, supportive work environment through our core values: Care, Integrity, Balance, Respect and Drive.

We strive to provide a work/life balance that fits for each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by Schneider Downs more than just work. Below are some of the benefits we offer.

• Competitive compensation
• Insurance, including health, dental and vision, that begin on day one
• 20+ days of paid time off and 12 paid holidays
• Parental leave, family care leave, and personal days
• 401(k) plans and profit sharing
• Education assistance program, qualified transportation reimbursement plan, and pet insurance

Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.

Schneider Downs does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Schneider Downs. Upon hire, no fee will be owed to the agency, person, or entity.