Resource Manager - Tax

At Cohen & Co, we put people first—and that includes how we thoughtfully deploy, develop, and support our talent. As a Resource Manager - Tax
, you’ll play a critical role in helping our Tax practice operate at its best by ensuring the right people are on the right work at the right time.

• Drive holistic staffing strategies that balance utilization, delivery needs, and a positive professional experience.
• Manage day-to-day deployment and support monthly and annual scheduling cycles across Tax engagements.
• Forecast capacity and demand, anticipating staffing conflicts and proactively recommending solutions.
• Partner with engagement leaders to assess leverage needs, backfills, and short- and long-term workforce plans.
• Utilize Cohen Works and other resource management tools to track availability, assignments, and utilization.

• Analyze and present workforce data to support leadership decision-making and strategic planning.
• Monitor key metrics including availability, utilization, pipeline, backlog, and open seat status.
• Build and maintain dashboards and reporting using Excel and related tools.
• Leverage automation and reporting enhancements to improve transparency and insights.
• Support continuous improvement of resource management processes, reporting, and data accuracy.

• Serve as a trusted advisor to Partners and Tax leadership, offering recommendations and confidently pushing back when appropriate.
• Collaborate with Talent Development and Career Advisors on onboarding, career growth, and skill development.
• Engage professionals to understand career goals, preferences, and development opportunities.
• Act as a connector across pods, teams, and leaders to ensure transparency and alignment.

• Help build and scale the firm’s resource management function.
• Support or lead implementation and enhancement of resource management software and workflows.
• Contribute to strategic workflow design, deployment models, and succession planning initiatives.
• Identify opportunities to improve efficiency, visibility, and consistency across scheduling and staffing processes.

• Bachelor’s degree required; accounting, finance, or business-related fields preferred.
• 4–6 years of experience in public accounting, tax, or a related professional services environment.
• 1–3+ years of resource management experience required; 2+ years preferred.
• Prior client-facing experience strongly preferred.
• Strong understanding of tax engagement workflows, deadlines, and leverage models.
• Advanced Excel skills required.
• Experience pulling, analyzing, and presenting data to leadership.
• Familiarity with Workday or other resource management systems is a plus.

• Confident communicator with the ability to influence and push back when necessary.
• Strong sense of urgency and ownership.
• Highly organized with exceptional attention to detail.
• Data-driven mindset with strong forecasting and analytical skills.
• Adaptable and comfortable operating in a growing, evolving environment.
• Passion for helping people grow their careers and build technical skills.
• Ability to prioritize effectively while managing competing demands.

• Preferred Office Locations:
  Baltimore, MD;
  Chicago, IL;
  Milwaukee, WI;
  Philadelphia or Pittsburgh, PA
• Other Locations:
  Akron, Cleveland, Youngstown, OH
• Hybrid work environment

Estimated Salary Range: $90,000 - $110,000

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.