Resource Coordinator (Tax) - Fully Remote/Hybrid

WilkinGuttenplan, P.C.; United States; Hybrid; USD 58,000 - 65,000; Full time

Benefits offered by this job

Generous PTO

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Summer Fridays

Flexible work schedules

Job summary

WilkinGuttenplan, P.C. is seeking a Resource Coordinator to support the Tax department through effective day-to-day scheduling and resource allocation.

You will be the primary scheduling point of contact, ensuring the right people are connected to the right work at the right time. This is a highly people-facing role that requires organization, trust-building across all levels, and ownership of keeping operations running smoothly.

Qualifications

• bachelor’s degree in accounting, business administration, or related field required
• Experience in professional services or public accounting environment preferred; scheduling/coordination background a plus
• Proficient in Microsoft Office with strong Excel skills; ability to learn new programs quickly
• Experience with Beeye or other scheduling/resource management software a plus
• Strong analytical and organizational skills with attention to detail
• Ability to manage shifting priorities and maintain composure during peak periods

Responsibilities

• Act as the go-to scheduling contact for Tax staff and in-charges, resolving questions directly
• Coordinate and manage all scheduling and resource allocation for the Tax department
• Oversee assignment of pooled work during peak season and deploy staff accordingly
• Conduct regular check-ins with staff and onboarding checks for new hires
• Monitor variances in billable hours and capacity; identify skill gaps and potential hiring needs
• Review staff capacity against firm billable targets and escalate findings as needed
• Maintain scheduling system and compile capacity reporting for staffing decisions
• Assist with post-engagement evaluations and continuous feedback within Tax
• Prepare and distribute scheduling and capacity updates for pod meetings
• Contribute to process improvements and broader firm initiatives

Skills

Analytical skills

Organizational skills

Communication skills

Confidentiality

Problem solving

Multitasking

Client service

Education

Bachelor's degree in Accounting, Business Administration, or related field

Tools

Beeye

Microsoft Excel

Microsoft Office Suite

Job description

Established in 1983, 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. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.

WG is seeking a Resource Coordinator to support our Tax department through the effective day-to-day coordination of scheduling and resource allocation. Reporting to the Resource & Operations Manager, you will be the primary scheduling point of contact for Tax staff and in-charges - handling inquiries directly, keeping schedules accurate, and ensuring the right people are connected to the right work at the right time.

This is a highly people-facing role for someone who is organized, builds trust easily across all levels of the firm, and takes real ownership of keeping things running smoothly.

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.

• Coordinate 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.

• Monitor scheduled‑to‑actual variances in billable hours and capacity, share observations on skill gaps, cross‑training opportunities, or potential hiring needs with the Resource & Operations Manager - helping ensure the right conversations are happening at the right time.

• Perform first-level review of staff capacity commitments against firm billable targets, escalating findings to the Resource & Operations Manager ahead of department head review.

• 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.

• 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.

• Ability to handle sensitive information with confidentiality and professionalism.

• Proactive problem‑solver who can work independently and escalation 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.

Why WG?

• We have a unique culture that emphasizes and values flexibility and work/life balance including fully virtual or hybrid work arrangements.
• Our collaborative work environment is strongly committed to your professional growth and success.
• We have a track record of ranking as a Best Place to Work NJ for the past twenty years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more!
• WG offers 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. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.

Additional information

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.