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Career Opportunity for Public Accounting Workflow Specialist

The Workflow Specialist will work directly with the Tax and Accounting teams to manage how workflow is distributed and completed, examine staff levels and make recommendations. He/She will create and manage client project plans; examine ways to standardize and streamline processes; identify inefficiencies and propose strategies to re-define the client engagement process in order to enhance our ability to provide superior client service. 

Role and Responsibilities

  • Monitor, analyze, and process schedule requests.

  • Monitor, validate and process adjustments and feedback on engagement staff’s schedules.

  • Monitor available and/or overbooked situations and projects assigned to phantom resources.

  • Promote and monitor shared resources to ensure consistency with business and individual career path goals.

  • Participate in staff roundtable/evaluations.

  • Review and address projects in which scheduling action is required. Reassign projects as client service staff join or leave the practice, or if workloads are shifted and balanced.

  • Monitor utilization reports for inconsistencies and investigate as necessary. Periodically review the staff roster. Develop and prepare area-wide reports relating to utilization, time reporting, forecasting and related matters.

  • Act as a change agent for the scheduling process.

  • Work with HR to develop and execute staff training suggestions and requests.

  • Perform other related duties as required.


The Workflow Specialist must be responsive to changing priorities and must be able to identify conflicts and suggest potential alternatives while dealing with staff who may be resistant to the scheduling process or dealing with stressful situations.


The Workflow Specialist must also be able to work in a connected environment where face-to-face communications with their peer group and primary contacts is not always possible.


The Workflow Specialist must keep up on their tax training in order to properly identify tax return complexities when assigning work.

To apply, please send your resume to