Resource Coordinator

Cherry Bekaert Advisory • Raleigh, NC

23h • Remote

About The Position

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Resource Management team is looking for a Resource Coordinator . The Resource Coordinator will support our core Tax group and will have the ability to work remotely within the United States. The Resource Coordinator will support the Tax department by optimizing staffing and workload across client engagements, ensuring efficient use of resources, timely delivery, and high-quality client service. Partner with practice leaders to forecast demand, balance utilization , and enable successful execution of tax engagements.

Requirements

• Bachelor’s degree in Accounting , Finance, Business, or related field.
• 2– 3 years of experience in resource management, staffing, or project coordination in a professional services environment; must have experience in or with tax .
• Strong analytical ability with capacity to interpret data and translate it into actionable decisions.
• Advanced proficiency in Microsoft Excel; experience with workload management or ERP/time-entry systems.
• Prior tax department or public accounting firm experience.
• Familiarity with tax software or tax workflow tools (e.g., engagement workflow, tax research/tax provisioning tools).
• Ability to manage multiple priorities, work under pressure, and meet tight deadlines.

Nice To Haves

• Understanding the tax engagement lifecycle (compliance and planning) is a plus.
• Experience with data visualization tools (Power BI, Tableau) is a bonus.

Responsibilities

• Manage the Tax department resource pool, tracking utilization , capacity, and staffing needs across tax services (compliance, planning, advisory, transfer pricing, controversy, etc.).
• Collaborate with Tax Directors, Engagement Partners, and Project Managers to forecast staffing requirements and assign resources to engagements.
• Monitor engagement milestones, deadlines, and workload balance; identify and escalate risks to leadership.
• Maintain accurate staffing analytics and dashboards; provide regular reports to help with capacity planning and budgeting.
• Facilitate onboarding, ramp-up, and ongoing development of personnel; support timesheet accuracy and compliance.
• Coordinate with Recruiting and HR to fill resource gaps; support peak-season planning and cross-training initiatives.
• Maintain and organize knowledge resources, standard tax workflows, and best practices to improve efficiency.
• Serve as a liaison between Tax teams and other functions (Finance, IT, Quality & Risk) to support cross-functional collaboration.
• Troubleshoot resource-related issues (availability, skills gaps) and recommend process improvements.
• Ensure effective use of workload management tools and time-entry systems; champion data integrity.

Benefits

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures
• medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees