Tax Resource Coordinator

About the role

KSM is seeking a Tax Resource Coordinator to support the day-to-day execution of workforce planning across our tax practice. This role is central to ensuring the right people are aligned to the right work at the right time.

Responsibilities

• Coordinate weekly workload planning updates for assigned tax teams, ensuring schedules reflect current priorities and deadlines
• Maintain accurate data within scheduling systems, including staff assignments, project timelines, and changes in scope
• Track and incorporate staff availability, including PTO, training schedules, and transitions
• Continuously monitor workload distribution to support efficient utilization across teams
• Identify scheduling conflicts, bandwidth constraints, and over/underutilization trends
• Partner with managers and leaders to reallocate work and maintain balanced workloads
• Provide recommendations to improve staffing alignment and overall efficiency
• Serve as a central point of coordination between tax operations and engagement teams
• Support preparation of resource planning reports, dashboards, and utilization metrics
• Affirm data integrity across systems to support decision-making and forecasting
• Afford insights related to capacity planning and resource needs
• Support scheduling and resource alignment for new hires, interns, and acquired team members
• Afford assistance with onboarding transitions to ensure a smooth integration into team workflows

Requirements/Qualifications

• Associate or bachelor’s degree in business, administration, accounting, or a related field preferred
• 1–3 years of experience in an administrative, operations, or coordination role
• Experience in a tax, accounting, or professional services environment preferred
• Experience supporting scheduling, resource management, or project coordination is a plus
• Strong organizational and time management skills with the ability to prioritize effectively
• High level of attention to detail and commitment to accuracy
• An analytical mindset with the ability to identify trends and solve problems proactively
• A clear and professional communication skills, with the ability to work across all levels of the organization
• Comfort working with data, systems, and evolving processes in a dynamic environment
• Proficiency in Microsoft Office (Excel, Outlook, Teams); experience with scheduling or workforce planning tools is a plus

Benefits

We offer a supportive and collaborative workplace where your career and personal life can thrive together. Our ownership mentality fosters a culture of collaboration, curiosity, and excellence, where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The position offers flexible scheduling to accommodate your personal and professional needs.

Skills

Strong organizational and time management skills, attention to detail, analytical mindset, clear communication, proficiency in Microsoft Office, and experience with scheduling or workforce planning tools are required.

Benefits

We offer a comprehensive benefits package including health insurance, retirement plans, paid time off, and opportunities for professional development.

Company Culture

We are an equal opportunity employer committed to diversity and inclusion. We value the unique contributions of each team member and strive to create a workplace where everyone feels valued and respected.

Equal Opportunity Employer

We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by law. We do not discriminate against applicants or employees based on any protected characteristics.