Manage the Tax department resource pool, tracking utilization, capacity, and staffing needs across tax services
Collaborate with Tax Directors, Engagement Partners, and Project Managers to forecast staffing requirements and assign resources to engagements
Monitor engagement milestones, deadlines, and workload balance; identify and escalate risks to leadership
Maintain accurate staffing analytics and dashboards; provide regular reports to help with capacity planning and budgeting
Facilitate onboarding, ramp-up, and ongoing development of personnel; support timesheet accuracy and compliance
Coordinate with Recruiting and HR to fill resource gaps; support peak-season planning and cross-training initiatives
Maintain and organize knowledge resources, standard tax workflows, and best practices to improve efficiency
Serve as a liaison between Tax teams and other functions (Finance, IT, Quality & Risk) to support cross-functional collaboration
Troubleshoot resource-related issues (availability, skills gaps) and recommend process improvements
Ensure effective use of workload management tools and time-entry systems; champion data integrity

Bachelor’s degree in Accounting, Finance, Business, or related field
2–3 years of experience in resource management, staffing, or project coordination in a professional services environment
Experience in or with tax
Strong analytical ability with capacity to interpret data and translate it into actionable decisions
Advanced proficiency in Microsoft Excel
Experience with workload management or ERP/time-entry systems
Familiarity with tax software or tax workflow tools
Understanding the tax engagement lifecycle (compliance and planning) is a plus
Experience with data visualization tools (Power BI, Tableau) is a bonus

Resource Coordinator

Key skills