Tax Resource Coordinator

KSM (Katz, Sapper & Miller)•Indianapolis, IN

About The Position

KSM is seeking a Tax Resource Coordinator to support the day-to-day execution of workforce planning across their tax practice. This role is crucial for aligning the right people to the right work at the right time. The coordinator will collaborate closely with engagement teams and operations leadership to manage scheduling, monitor capacity, and maintain accurate workload data. Success in this position requires strong attention to detail, the ability to anticipate needs, and a proactive approach to solving scheduling challenges. The role plays a key part in ensuring efficient team operations and supporting a high-quality client experience.

Requirements

Associate or bachelor’s degree in business, administration, accounting, or a related field preferred
1–3 years of experience in an administrative, operations, or coordination role
Strong organizational and time management skills with the ability to prioritize effectively
High level of attention to detail and commitment to accuracy
Analytical mindset with the ability to identify trends and solve problems proactively
Clear and professional communication skills, with the ability to work across all levels of the organization
Comfort working with data, systems, and evolving processes in a dynamic environment
Proficiency in Microsoft Office (Excel, Outlook, Teams)

Nice To Haves

Experience in a tax, accounting, or professional services environment
Experience supporting scheduling, resource management, or project coordination
Experience with scheduling or workforce planning tools

Responsibilities

Coordinate weekly workload planning updates for assigned tax teams, ensuring schedules reflect current priorities and deadlines
Maintain accurate data within scheduling systems, including staff assignments, project timelines, and changes in scope
Track and incorporate staff availability, including PTO, training schedules, and transitions
Continuously monitor workload distribution to support efficient utilization across teams
Identify scheduling conflicts, bandwidth constraints, and over/underutilization trends
Partner with managers and leaders to reallocate work and maintain balanced workloads
Provide recommendations to improve staffing alignment and overall efficiency
Serve as a central point of coordination between tax operations and engagement teams
Support preparation of resource planning reports, dashboards, and utilization metrics
Ensure data integrity across systems to support decision-making and forecasting
Assist leadership with insights related to capacity planning and resource needs
Support scheduling and resource alignment for new hires, interns, and acquired team members
Assist with onboarding transitions to ensure a smooth integration into team workflows