Resource Coordinator (Tax) - Fully Remote/Hybrid

About the role

WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA.

Responsibilities

• Act as the go-to scheduling contact for Tax staff and in-charges, resolving questions and issues directly, and escalating to the Resource & Operations Manager when needed.
• Cook up and manage all scheduling and resource allocation for the Tax department, including active monitoring of capacity channels, pairing requests quickly and closing them out effectively.
• Oversee the assignment of pooled work during peak busy season, ensuring staff are deployed quickly and effectively as demand shifts.
• Conduct regular check-ins with staff, and loop in coaches as needed, including onboarding check-ins with new hires, to ensure schedules are understood, hours are tracking as expected, and capacity commitments are being met.
• Maintain the scheduling system and compile capacity reporting to support staffing recommendations and hiring decisions.
• Help facilitate post-engagement evaluations and the continuous feedback process by ensuring the right staff and evaluators are appropriately connected across within the Tax department.
• Prepare and distribute scheduling and capacity updates ahead of internal pod meetings, ensuring all participants have the information needed for productive staffing discussions.
• Contribute to process improvement efforts and support broader firm initiatives as directed by the Resource & Operations Manager.

Requirements

• Bachelor's degree in Accounting, Business Administration, or a related field.
• Experience in a professional services or public accounting environment preferred; background in scheduling, resource coordination, or client-service operations a plus.
• Proficient in Microsoft Office Suite with strong Excel skills; ability to quickly learn new programs and technologies.
• Experience with Beeye or other scheduling/resource management software for professional services firms a plus.
• Strong analytical and organizational skills, with high attention to detail and the ability to manage multiple priorities simultaneously.
• Ability to manage shifting priorities and maintain composure during peak periods.
• Clear and effective written and verbal communication skills, with the ability to collaborate across all levels of the firm.
• Proactive problem-solver who can work independently and escalate appropriately.
• Possesses and demonstrates strong understanding and alignment with our firm's core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented.

Benefits

• A competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more!
• The estimated salary range for this position is $58,000 - $65,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications.
• Comprehensive benefits package and performance award (bonus) eligibility where you'll be recognized and rewarded based on your performance.