Cohen & Co · 17 hours ago
Resource Manager - Tax
Akron, OH
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
4+ years expCohen & Co is a company that prioritizes its people and is seeking a Resource Manager - Tax to optimize their Tax practice. The role involves workforce planning, capacity forecasting, and collaboration with leadership to ensure effective staffing and resource management processes.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
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 CohenWorks 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
Qualification
Required
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
Preferred
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
Benefits
Comprehensive and competitive Total Rewards package
Time off outside of your standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources to tap into growth opportunities
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
Recent News
2025-10-25
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