Workforce Excellence Specialist, National Tax Operations

Job Summary

The Workforce Excellence Specialist, National Tax Operations (NTO) oversees the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. This role partners with Regional Tax leadership and National counterparts to drive processes and improvement across disciplines.

Job Duties

• Optimizes utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area
• Leads all activities related to resource planning and allocation ensuring staff are assigned to projects in a timely manner based on their skills, previous experience, availability, and project budget
• Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization; emphasizes providing consistent, positive customer experience, operational efficiency, and process excellence
• Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed)
• Supports the execution of the operational strategy, objectives, KPIs, and roadmap for Tax
• Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications
• Supports project managers in ongoing efforts including remedies addressing employee overutilization, uneven workload, or overtime such as reallocating resources, adjusting goals or requirements, or assigning new people to the team
• Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing bench but are also opportunistic for staff development
• Reviews and monitors reports, including but not limited to utilization reporting, pipeline, solution specific reporting, and backlog
• Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends
• Collaboratively engages with various counterparts to encourage resource sharing across markets, geos, etc.

Qualifications, Knowledge, Skills and Abilities

• Associate’s degree, required; AND two (2) or more years of experience in Business Administration, Operations Management, or Accounting, required; OR High School Diploma/GED AND four (4) more years of experience in Business Administration, Operations Management, or Accounting, required
• Experience in drafting and creating effective internal and external written communication, required
• Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred
• Experience in developing, implementing, and maintaining tax processes, preferred
• Experience in collecting, analyzing, and reporting metrics, preferred
• PMP Certification, preferred
• High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred
• Proficiency with PowerBI, preferred
• Proficiency with Smartsheet, preferred
• Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred

Education

• Strong critical thinking, analysis, and problem-solving skills
• Strong conflict resolution skills, including the abilities to negotiate and influence others
• Metrics-focus with the ability to use analytics to solve problems and develop solutions
• Strong written and verbal communication skills
• Able to manage and resolve complex and sensitive situations
• Able to work both independently and collaboratively with large teams
• Able to manage upwards and drive results
• Able to lead multiple, high-profile, and complex projects with various top-level stakeholders
• Able to maintain confidentiality while balancing the needs of the business
• Able to build rapport and gain trust with all levels of personnel at BDO
• Strong analytical and diagnostic skills
• Able to successfully multi-task while working independently or within a group environment
• Able to manage project deadlines with a focus on details and quality
• Able to adapt communication style to successfully convey messages and objectives to a diverse audience
• 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

About Us

BDO USA, P.A. is an EO employer M/F/Veteran/Disability. Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).