Resource Coordinator

Cherry Bekaert Advisory•Atlanta, IN

1d•Remote

About The Position

Cherry Bekaert, a leading accounting and consulting firm, is seeking a Resource Coordinator to support its core Tax group. This remote position within the United States focuses on optimizing staffing and workload across client engagements to ensure efficient resource utilization, timely delivery, and high-quality client service. The role involves partnering with practice leaders to forecast demand, balance utilization, and facilitate the 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, with experience in or with tax.
Strong analytical ability 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.
Ability to manage multiple priorities, work under pressure, and meet tight deadlines.
Eligibility to work in the United States.

Nice To Haves

Familiarity with tax software or tax workflow tools (e.g., engagement workflow, tax research/tax provisioning tools).
Understanding of the tax engagement lifecycle (compliance and planning).
Experience with data visualization tools (Power BI, Tableau).

Responsibilities

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

Benefits

Competitive compensation packages based on performance.
Annual bonus.
Medical, dental, and vision care.
Disability and life insurance.
Generous Paid Time Off.
Retirement plans.
Paid Care Leave.
Other programs dedicated to enhancing personal and work life.
Flexibility.
Opportunities to connect and learn from professionals from different backgrounds and cultures.