WilkinGuttenplan logo
WilkinGuttenplan

WilkinGuttenplan, also known as Wilkin & Guttenplan, P.C., is an accounting advisory and consulting firm. As an employer, the company is committed to fostering

Resource Coordinator - Tax

Location

New Jersey

Posted

5 days ago

Salary

$58K - $65K / year

Seniority

Senior

Bachelor Degree

Job Description

Resource Coordinator - Tax

WilkinGuttenplan

Title: Resource Coordinator (Tax) - Fully Remote/Hybrid Location: East Brunswick NJ US Hybrid Full time Description Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program. WG is seeking a Resource Coordinator to support our Tax department through the effective day-to-day coordination of scheduling and resource allocation. Reporting to the Resource & Operations Manager, you will be the primary scheduling point of contact for Tax staff and in-charges - handling inquiries directly, keeping schedules accurate, and ensuring the right people are connected to the right work at the right time. This is a highly people-facing role for someone who is organized, builds trust easily across all levels of the firm, and takes real ownership of keeping things running smoothly. Responsibilities - Act as the go-to scheduling contact for Tax staff and in-charges, resolving questions and issues directly, and escalating to the Resource & Operations Manager when needed. - Coordinate and manage all scheduling and resource allocation for the Tax department, including active monitoring of capacity channels, pairing requests quickly and closing them out effectively. - Oversee the assignment of pooled work during peak busy season, ensuring staff are deployed quickly and effectively as demand shifts. - Conduct regular check-ins with staff, and loop in coaches as needed, including onboarding check-ins with new hires, to ensure schedules are understood, hours are tracking as expected, and capacity commitments are being met. - Monitor scheduled-to-actual variances in billable hours and capacity, share observations on skill gaps, cross-training opportunities, or potential hiring needs with the Resource & Operations Manager - helping ensure the right conversations are happening at the right time. - Perform first-level review of staff capacity commitments against firm billable targets, escalating findings to the Resource & Operations Manager ahead of department head review. - Maintain the scheduling system and compile capacity reporting to support staffing recommendations and hiring decisions. - Help facilitate post-engagement evaluations and the continuous feedback process by ensuring the right staff and evaluators are appropriately connected across within the Tax department. - Prepare and distribute scheduling and capacity updates ahead of internal pod meetings, ensuring all participants have the information needed for productive staffing discussions. - Contribute to process improvement efforts and support broader firm initiatives as directed by the Resource & Operations Manager. Requirements - Bachelor's degree in Accounting, Business Administration, or a related field. - Experience in a professional services or public accounting environment preferred; background in scheduling, resource coordination, or client-service operations a plus. - Proficient in Microsoft Office Suite with strong Excel skills; ability to quickly learn new programs and technologies. - Experience with Beeye or other scheduling/resource management software for professional services firms a plus. - Strong analytical and organizational skills, with high attention to detail and the ability to manage multiple priorities simultaneously. - Ability to manage shifting priorities and maintain composure during peak periods. - Clear and effective written and verbal communication skills, with the ability to collaborate across all levels of the firm. - Ability to handle sensitive information with confidentiality and professionalism. - Proactive problem-solver who can work independently and escalate appropriately. - Possesses and demonstrates strong understanding and alignment with our firm’s core values of honesty and candor, continual learning, innovation, mentorship, leadership, team player, client committed, and community oriented. Benefits Why WG? - We have a unique culture that emphasizes and values flexibility and work/life balance including fully virtual or hybrid work arrangements. - Our collaborative work environment is strongly committed to your professional growth and success. - We have a track record of ranking as a Best Place to Work NJ for the past twenty years and have won several other awards including Best Firms for Young Accountants, Accounting Today Best Accounting Firms to Work For, Best Accounting Firms for Women, Best Accounting Firms for Millennials, and many more! - WG offers a competitive salary and benefits package, including generous PTO, Medical, Dental, Vision, 401(k) with employer match, Summer Fridays, flexible work schedules, and much more! - The estimated salary range for this position is $58,000 - $65,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance. Additional information Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.

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Optum logo

State Income/Franchise Tax Controversy Manager - Eden Praire, MN preferred, Remote considered

Optum

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Minnesota
$91.7K - $163.7K / year
Full TimeRemoteTeam 10,001

Role Description The Tax Automation & Innovation (Tax AI) Experienced Manager, as a member of the Tax Automation & Innovation team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools. The Tax Automation & Innovation Experienced Manager is responsible for marketing, networking and business development as directed. The role is also responsible for assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. - Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. - Charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment. - Developing training and documentation during the final client hand-off stage. - Ongoing maintenance and consulting as well as providing support to clients’ post-implementation. - Attendance, participation in, or presenter role at various conferences and events throughout the U.S. - Collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients. - Supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications. Qualifications - Bachelor’s degree required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred. - Graduate degree, preferred. - Six (6) or more years of experience with technology or tax systems, required. - ASC 740 tax accounting, consulting, or income tax compliance, preferred. - Leadership experience, preferred. - Certification in one or more of the following technologies, required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps. - CPA certification, preferred. - Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred. - Experience with one or ideally multiple of the following software/tools, preferred: - Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters. - RPA tools (UiPath, Power Automate, etc.). - ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.). - Visualization tools (Power BI, Tableau, etc.). - Demonstrated ability to work well remotely. - Solid verbal and written communication skills. - Strong people skills, including training/instruction with professionals at all levels and ability to work in a team. - Experience preparing and conducting presentations to clients and potential clients. - Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client. - Demonstrated sound decision-making skills. - A demonstrated proficiency in tax accounting and/or solution development concepts. - An advanced knowledge and skill level in engagement management including project management skills and administrative tasks. - Ability to complete projects independently. - Ability to travel 10-25% of the time. Requirements - Qualifies viability of prospective clients or projects and identifies opportunities to expand current business. - Understands the full picture of a client’s tax function and develops unique strategies aligned with business objectives. - Leads planning or project delivery meetings that may include proposal delivery and solutions workshops or training. - Understands work plans for tax consulting projects performed for one's clients and directs staff accordingly, as applicable. - Assists in managing client expectations and requirements. - Gathers client requirements, estimates fees, and prepares high level scoping and proposed solutions for client proposals. - Drafts clear and compelling proposals and business cases. - Identifies opportunities to streamline internal standards and processes for the practice. - Communicates complex technical items to target audience so that relevant issues are clearly understood. - Demonstrates advanced project and process management skills; effectively manages multiple large scale, complex projects at once. - Gains exposure to setting strategy, establishing methodology, and determining the appropriate work plan for a given client by working with Tax AI leadership. - Takes ownership of risk mitigation and quality assurance, with support from leadership. - Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed. - Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills. - Collaborates with project teams and client to understand the big picture when developing and implementing projects. - Constructs a comprehensive quantitative and qualitative business case for client to justify the investment and commitment of management time coupled with financial and human resources. - Identifies client’s business requirements and expectations at the beginning of a project or engagement and communicates to staff. - Communicates status to the client in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable. - Helps clients navigate complex issues. - Manages Tax AI staff in completion of projects. Benefits - Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. - National Range: $94,500 - $189,000 - Colorado Range: $135,000 - $167,000 - Maryland Range: $94,500 - $189,000 - NYC/Long Island/Westchester Range: $94,500 - $189,000 - Washington DC Range: $94,500 - $189,000

United States
$94.5K - $189K / year