Resource Coordinator

About the role

The Resource Management team at Cherry Bekaert is seeking a Resource Coordinator to support the Tax department. The ideal candidate will have experience in resource management, staffing, or project coordination in a professional services environment, particularly in tax.

Responsibilities

• 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.
• 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.

Requirements

• 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, specifically in tax.
• Strong analytical ability with the ability to interpret data and translate it into actionable decisions.
• Advanced proficiency in Microsoft Excel; experience with workload management or ERP/time-entry systems.
• Prior tax department or public accounting firm experience.
• Familiarity with tax software or tax workflow tools (e.g., engagement workflow, tax research/tax provisioning tools).
• Ability to manage multiple priorities, work under pressure, and meet tight deadlines.
• Understanding of the tax engagement lifecycle (compliance and planning) is a plus.
• Experience with data visualization tools (Power BI, Tableau) is a bonus.

Qualifications

• Eligibility to work in the United States.

Skills

• Strong organizational and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite.

Benefits

Cherry Bekaert offers a competitive compensation package based on performance, a comprehensive benefits program, and a total rewards package that focuses on all aspects of your wellbeing. This includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs designed to enhance your personal and work life. For more details, visit https://www.cbh.com/disclosure/.