What are the responsibilities and job description for the Workflow Coordinator position at Reid Accountants Advisors?
Reid Accountants Advisors, is hiring! Reid Accountants Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan
We are seeking an experienced Workflow Coordinator to join our team. The ideal candidate will have a strong understanding of tax, attest and accounting practices and will be responsible for monitoring the workflow and ensuring timely completion of projects for the firm.
Key Objectives
Schedule: 9:00am – 5:30pm – On Site
Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)
This position operates as part of a US East Coast-based team, with typical working
hours aligning with EST to facilitate effective collaboration. We offer flexibility in
managing your schedule to maintain a healthy work-life balance while meeting
business needs.
We are excited to invite talented individuals to join our dynamic team! This position
offers a competitive salary range of $70K – $75K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
team member can thrive. Apply today to be part of a company that values its
people and their contributions!
“Reid Accountants Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.
We are seeking an experienced Workflow Coordinator to join our team. The ideal candidate will have a strong understanding of tax, attest and accounting practices and will be responsible for monitoring the workflow and ensuring timely completion of projects for the firm.
Key Objectives
- Monitor and manage the daily workflow within the tax, attest and accounting departments to ensure efficiency and timely completion of tasks.
- Analyze workloads and allocate resources accordingly to optimize productivity and meet project deadlines.
- Implement workflow processes and procedures to streamline operations and improve team performance.
- Provide regular updates to management on workflow status, performance metrics, and potential areas for improvement.
- Collaborate with team members and department heads to identify and resolve workflow issues or bottlenecks.
- Ensure compliance with internal policies, industry regulations, and professional standards.
- Stay informed on industry developments and best practices in workflow management within the accounting industry.
- Bachelor's degree preferred.
- Understanding of tax, attest and accounting principles and practices.
- Proven experience in workflow management, preferably within an accounting environment.
- Excellent organizational and time management skills with the ability to prioritize tasks effectively.
- Detail-oriented with a focus on accuracy and quality control.
- Proficiency in Microsoft Office Suite and workflow management software such as CCH Axcess Workflow.
- Strong communication and interpersonal skills to effectively collaborate with team members and stakeholders.
- Ability to adapt to change and thrive in a fast-paced, deadline-driven environment.
Schedule: 9:00am – 5:30pm – On Site
Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)
This position operates as part of a US East Coast-based team, with typical working
hours aligning with EST to facilitate effective collaboration. We offer flexibility in
managing your schedule to maintain a healthy work-life balance while meeting
business needs.
We are excited to invite talented individuals to join our dynamic team! This position
offers a competitive salary range of $70K – $75K annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
- 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
team member can thrive. Apply today to be part of a company that values its
people and their contributions!
“Reid Accountants Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.
Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.
Salary : $70,000 - $75,000