Tax Resource Coordinator

Posted 7 Days Ago
Be an Early Applicant
Towson, MD, USA
In-Office
70K-80K Annually
Junior
Other
The Role
Coordinates tax practice staffing, resource schedules, workload balancing, capacity planning, and workforce allocation. Partners with tax leadership to match employees to engagements based on availability, skills, certifications, and complexity. Analyzes utilization and capacity data, maintains employee skill records, supports client onboarding, resolves scheduling conflicts, and improves resource management processes using technology, reporting tools, and AI-enabled resources.
Summary Generated by Built In

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.  

Job Summary:

As a Tax Resource Coordinator, you will play a key role in supporting the successful execution of client engagements through strategic resource planning, scheduling, and workforce coordination across the Tax practice. You'll partner closely with tax leadership and engagement teams to align staffing needs with client demands, optimize capacity, and ensure resources are deployed effectively throughout the year.
 
In this role, you will serve as a trusted partner to leadership by balancing workloads, supporting workforce planning initiatives, utilizing data to inform staffing decisions, and helping drive operational efficiency across the practice. Success in this position requires strong analytical, organizational, and relationship-building skills, along with the ability to navigate competing priorities in a fast-paced professional services environment.

Duties & Responsibilities:

  • Build and maintain annual staffing and resource schedules, ensuring client engagements are appropriately staffed and workloads remain balanced across the practice
  • Partner with tax leadership to align resources with client needs based on availability, technical skillsets, industry experience, certifications, and engagement complexity
  • Monitor resource utilization and capacity, proactively resolving scheduling conflicts and staffing challenges while supporting workforce planning initiatives
  • Generate, analyze, and interpret staffing, utilization, and capacity data to support resource allocation decisions and operational planning
  • Maintain employee skills, certifications, and specialization data within resource management systems to improve staffing effectiveness
  • Support client onboarding activities by coordinating staffing needs, tracking outstanding requirements, and helping resolve resource-related issues
  • Serve as a trusted and objective partner when balancing competing staffing requests across multiple teams, offices, and engagements
  • Utilize technology, reporting tools, and AI-enabled resources to improve processes, solve problems, and support business needs

Education & Experience: 

  • Bachelor's degree preferred or equivalent experience
  • 2+ years of experience in a professional services environment required
  • Experience utilizing scheduling, resource management, ERP, or project management systems required
  • Strong proficiency with Microsoft Office Suite, including Excel, Word, and Outlook
  • Experience analyzing data, generating reports, and using insights to support business decisions
  • Ability to learn new technologies and software applications independently


#LI - hybrid





Salary Range

Salary Range
$70,000$80,000 USD

Skills Required

  • Bachelor’s degree or equivalent experience
  • At least 2 years of experience in a professional services environment
  • Experience using scheduling, resource management, ERP, or project management systems
  • Strong proficiency with Microsoft Office Suite, including Excel, Word, and Outlook
  • Experience analyzing data, generating reports, and using insights to support business decisions
  • Ability to learn new technologies and software applications independently
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The Company
HQ: Atlanta, GA
434 Employees
Year Founded: 1981

What We Do

Frazier & Deeter is an award winning accounting and advisory firm known for addressing our clients' emerging needs as they evolve. We achieve exceptional client satisfaction ratings by looking beyond accounting for today to advising for the future. Our Arch + Tower team means we offer an unusual range of services that give us a unique perspective on the intersection of capital, compliance and growth. We are an award-winning Deliberately Developmental Organization that has garnered national attention for our efforts to create a culture in which we grow our people everyday. Our brand promise is Investing in Relationships to Make a Difference. We offer the full range of tax, audit, accounting and advisory services through our offices in Atlanta, Cambridge, Charlotte, Las Vegas, London, Nashville, North Georgia and Tampa. Our firm is a member of CPAmerica. Frazier & Deeter has received many honors based on the quality of our work and our dedication to client responsiveness. Our accolades include: - Among the top 60 largest Accounting Firms in the nation - Among the Best Firms to Work for in the U.S. 2015, 2016 - Best of the Best CPA firm - 14 times - 6 time winner of Practical Accountant's Practice Innovation Award - Top Firm for Women in Leadership - 6 times A company with more than 98% of its employees who believe the firm is "committed to producing top-quality work, and consistently goes the extra mile to achieve great results."​

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