Tax Resource Coordinator — Flexible Hybrid Scheduling

WilkinGuttenplan; East Brunswick Township (NJ); Hybrid; USD 58.000 - 65.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Generous PTO

401(k) with employer match

Professional growth opportunities

Zusammenfassung

WilkinGuttenplan, a leading NJ/NYC accounting and advisory firm, seeks a Resource Coordinator to optimize tax department scheduling and capacity planning. You will liaison with staff and leadership, monitor utilization, and drive smooth staffing during peak seasons.

This role emphasizes organization, confidentiality, and professional communication. Join a flexible, inclusive culture with hybrid/virtual options, generous PTO, and a comprehensive benefits package.

Qualifikationen

• 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 elevate appropriately.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Organizational skills

Written and verbal communication

Confidentiality and professionalism

Problem-solving

Team collaboration

Ausbildung

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

Tools

Microsoft Office Suite

Excel

Beeye

Jobbeschreibung

WilkinGuttenplan, a leading NJ/NYC accounting and advisory firm, seeks a Resource Coordinator to optimize tax department scheduling and capacity planning. You will liaison with staff and leadership, monitor utilization, and drive smooth staffing during peak seasons.

This role emphasizes organization, confidentiality, and professional communication. Join a flexible, inclusive culture with hybrid/virtual options, generous PTO, and a comprehensive benefits package.