Resource Coordinator (Tax) - Fully Remote/Hybrid

WilkinGuttenplan•East Brunswick, NJ

11h•Hybrid

About The Position

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.

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.
Ability to handle sensitive information with confidentiality and professionalism.
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.

Nice To Haves

Experience in a professional services or public accounting environment preferred
background in scheduling, resource coordination, or client-service operations a plus
Experience with Beeye or other scheduling/resource management software for professional services firms a plus

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.