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 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.
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.
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.
Skills Required
- Associate or bachelor's degree in business, administration, accounting, or a related field
- 1-3 years of experience in an administrative, operations, or coordination role
- Experience in a tax, accounting, or professional services environment
- Experience supporting scheduling, resource management, or project coordination
- 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
- Proficiency in Microsoft Office (Excel, Outlook, Teams)
- Experience with scheduling or workforce planning tools
What We Do
KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we help our clients make sense of where they’ve been, what’s on the horizon, what’s changing, and what they need to do to prosper in the years ahead. We leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges. KSM’s mission is also our passion and our commitment: We inspire great people to do great things. Our success starts with our people, the true assets of our firm. KSM is a place where you’ll be encouraged to find your purpose, exercise your creativity, and drive innovation forward. It’s a place where you’ll be challenged, advance quickly, and work in a stimulating, flexible, and supportive environment. At KSM, we’re always looking for remarkable people to join our team. Check our Jobs section to explore a career full of possibilities
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