Tax Resource Management Senior Specialist

About the role

This position serves as a strategic advisor and operational leader, driving workforce planning, utilization optimization, and engagement delivery excellence.

Responsibilities

• Lead the resource planning function for Tax engagements by driving proactive staffing discussions, anticipating demand, and recommending strategic staffing solutions aligned with business priorities.
• Analyze and forecast resource capacity at both the engagement and portfolio levels to identify utilization trends, future needs, and potential risks, providing data-driven insights to leadership.
• Advise practice leaders and engagement managers on workforce optimization, balancing utilization targets, professional development goals, and client service requirements.
• Develop and manage enhanced reporting tools to track utilization, forecast demand, and provide real-time visibility into staffing and capacity metrics.
• Own system accuracy and data integrity for all resource management platforms, partnering with IT and Operations to drive continuous system improvement.
• Collaborate cross-functionally with HR, Talent Development, and Recruiting to align workforce planning with hiring needs, onboarding, and succession strategies.
• Coach and mentor junior resource management team members, providing guidance on scheduling best practices, system usage, and stakeholder communication.
• Lead continuous improvement initiatives, identifying opportunities to enhance efficiency, standardize processes, and increase the effectiveness of the resource management function.
• Contribute to strategic planning efforts, helping shape headcount forecasts, utilization goals, and operational strategies for the Tax.

Requirements

• A minimum of 4 years’ experience in resource management, workforce planning, or operations management within public accounting, consulting, or professional services.
• A Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline.
• Proven ability to influence and collaborate with senior leaders and stakeholders in a matrixed environment.
• Strong analytical and strategic thinking skills, with the ability to interpret data and translate insights into actionable business recommendations.
• Proficiency in Microsoft Office Suite and resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar).

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays