Tax Resource Coordinator

Position Summary:

KSM is seeking a Tax Resource Coordinator to support the day-to-day execution of workforce planning across our tax practice. This role is central to ensuring the right people are aligned to the right work at the right time. You will collaborate closely with engagement teams and operations leadership to manage scheduling,monitorcapacity, and maintainaccurateworkload data.

Success in this role requiresstrongattention to detail, the ability toanticipateneeds, and a proactive approach to solving scheduling challenges.You’llplay a key role in helping our teamsoperateefficiently while supporting a high-quality client experience. 

Responsibilities:

Workload Planning & Scheduling

• Coordinate weekly workload planning updates for assigned tax teams, ensuring schedules reflect current priorities and deadlines 

• Maintainaccuratedata within scheduling systems, including staff assignments, project timelines, and changes in scope 

• Track and incorporate staff availability, including PTO, training schedules, and transitions 

• Continuouslymonitorworkload distribution to support efficientutilizationacross teams 

Staffing Coordination & Problem Solving

• Identifyscheduling conflicts, bandwidth constraints, and over/underutilization trends 

• Partner with managers and leaders to reallocate work andmaintainbalanced workloads 

• Provide recommendations to improve staffing alignment and overall efficiency 

• Serve asa central pointof coordination between tax operations and engagement teams 

Reporting & Data Management

• Support preparation of resource planning reports, dashboards, andutilizationmetrics 

• Ensure data integrity across systems to support decision-making and forecasting 

• Assistleadership with insights related to capacity planning and resource needs 

Onboarding & Team Integration

• Support scheduling and resource alignment for new hires, interns, andacquiredteam members 

• Assistwith onboarding transitions to ensure a smooth integration into team workflows

Requirements/Qualifications:

• Associate or bachelor’s degree in business, administration, accounting, ora relatedfield preferred. 

• 1–3 years of experience in an administrative, operations, or coordination role 

• Experience inatax, accounting, or professional services environment preferred 

• Experience supporting scheduling, resource management, or project coordination is a plus

• Strong organizational and time management skills with the ability to prioritize effectively 

• High levelof attention to detail and commitment to accuracy 

• Analytical mindset with the ability toidentifytrends 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 

• Proficiencyin Microsoft Office (Excel, Outlook, Teams); experience with scheduling or workforce planning tools is a plus