Tax Resource Coordinator

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence  – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

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, monitor capacity, and maintain accurate workload data.

Success in this role requires a strong attention to detail, the ability to anticipate needs, and a proactive approach to solving scheduling challenges. You’ll play a key role in helping our teams operate efficiently while supporting a high-quality client experience.

Key Responsibilities:

Workload Planning & Scheduling

• 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

Staffing Coordination & Problem Solving

• 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

Reporting & Data Management

• 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

Onboarding & Team Integration

• 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

Requirements/Qualifications

• 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

• Experience in a tax, 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 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); experience with scheduling or workforce planning tools is a plus

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. 

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.