Scheduling Specialist in Boca Raton at CBIZ

Date Posted: 1/27/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ is a professional services company, providing a comprehensive range of business services and solutions that help our clients grow and succeed by better managing their finances and employees.  We work across the tri-county area, bringing you a tailored approach to tackling your challenges and helping you achieve your goals. Having served this marketplace for more than 40 years, we understand the importance of reputation and exceeding expectations in this close-knit business community. We are committed to providing superior client service and we are constantly focused on, and motivated by, providing positive results for our clients.

Essential Functions:


  • Local office system owner of the national scheduling software for the designated practice(s)
  • Responsible for ensuring all daily projects are staffed appropriately based on the needs of the office and clients
  • Maintain scheduling database including but not limited to: daily scheduling changes, long-term scheduling, PTO requests, and all reporting needs
  • Lead coordinator for the tax workflow process that tracks all deliverables in the tax return preparation process.  Utilizes this information to calendar the tax engagements in the scheduling system. 
  • Assists Directors and Managers with long-term planning by facilitating the continuous scheduling process, examining and  tracking  scheduling needs, and providing reports and analysis as needed
  • Proactively monitor utilization, availability and leverage of practice personnel on all engagements
  • Prepare reports and present status of engagement scheduling for department meetings
  • Prepare comprehensive reports for local office leadership on utilization, leverage of resources, capacity, forecasting, and other key operational metrics
  • Lead scheduling committee meetings
  • Develop and maintain professional relationships with management in supported offices and scheduling resources in other offices
  • Coordinate with local Human Resources and Management to facilitate the engagement Feedforward process
  • Coordinate with local Tax and Attest practices to ensure Tax and Attest schedules are in sync
  • Coordination of needs with other offices to ensure sharing of resources and appropriate communication lines are maintained
  • Facilitate training on scheduling software and scheduling process for supported offices
  • Responsible for monitoring scheduled capacity versus budgeted capacity and adjust work schedules to ensure budgeted capacity is met. Reports findings to department management
  • Facilitate efficient scheduling processes to meet current and future business needs and objectives
  • Responsible for implementing national projects in the local office
  • Additional responsibilities as assigned

General Responsibilities:

  • Promote CBIZ mission, core values and goals; exhibits high ethical standards of professional conduct
  • Meet targeted performance goals
  • Display positive and professional attitude toward employees and co-workers
  • Perform assignments and deliver quality work on a consistent and timely basis
  • Display dependability and strong attention to detail
  • Practice good communication skills with employees, co-workers and other internal clients
  • Maintains a professional appearance and manner

Minimum Qualifications:

• Bachelor’s degree preferred

• 3 Years of experience as a subject matter expert

• Must maintain current required licenses and certifications relevant to field of expertise

• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

• Effective customer service skills

• Proficient use of applicable technology

• Ability to work in team environment as well as independently

• Ability to analyze and prioritize multiple responsibilities

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