Resource Coordinator

Cherry BekaertAiken, SC
$59,300 - $82,000Remote

About The Position

Cherry Bekaert, a leading accounting and consulting firm recognized as a Great Place to Work, 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; 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.
  • 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 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 to engagements.
  • Monitor engagement milestones, deadlines, and workload balance, identifying and escalating risks to leadership.
  • Maintain accurate staffing analytics and dashboards, providing regular reports for 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

  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
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