Resource Manager, Tax

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Partner with practice leadership and operations leads to anticipate near- and mid-term resource needs, ensuring training and adoption plans are built into forecasting and capacity models to enable consistent delivery.
• Establish and maintain trusted partnerships with Practice Leaders, Engagement Managers, and Talent partners to enable a coordinated, enterprise view of demand, capacity, and deployment decisions.
• Continuously assess demand signals and capacity trends to surface gaps and timing risks early, and drive mitigation plans in advance of peak periods to prevent last-minute staffing disruptions.
• Leverage deep knowledge of tax pool practices to make sound, strategic trade-off decisions in ambiguity, balancing client commitments, people experience, and firm priorities.
• Own day-to-day visibility to open needs and scheduled assignments, validating accuracy and proactively recommending staffing options to protect timelines and service quality.
• Provide cross-coverage for the Resource Management team by responding quickly to staffing requests for client engagements, projects, and initiatives, ensuring continuity during peak demand and planned absences.
• Standardize forecasting practices and lead process improvements that increase planning accuracy and reduce friction for client service teams.
• Advance the firm’s offshore delivery strategy by identifying transferable work, sequencing transitions, and maintaining quality, turnaround time, and client experience expectations.
• Align with offshore operations to maintain a forward-looking pipeline, capacity view, and weekly staffing roster, enabling earlier decisions and fewer last-minute escalations.
• Facilitate staffing discussions with industry leaders, pod leaders, engagement managers, and project leaders to clarify requirements, confirm readiness, and secure timely resourcing decisions.
• Apply an Agile, test-and-learn approach to adapt quickly to shifting priorities and demand, while maintaining predictable execution through clear routines and cadence.
• Define, implement, and reinforce best practices and standard operating procedures for workforce management and delivery to improve consistency, scalability, and client satisfaction.
• Strengthen relationships with client service leaders to anticipate change impacts and expand change management partnership opportunities that improve adoption and outcomes.
• Monitor timelines, workloads, and utilization to identify conflicts and constraints early, and translate insights into clear recommendations for leaders and engagement teams.
• Track, analyze, and communicate resource management KPIs, using trends to drive decisions on staffing, offshore leverage, and process improvements.
• Proactively manage allocation risks by proposing realignments, timeline adjustments, and staffing alternatives, escalating early when constraints could impact delivery.
• Negotiate timelines, priorities, and assignments using data and stakeholder input to optimize outcomes for clients, teams, and firm-wide utilization goals.
• Coordinate with fellow Resource Managers to balance workloads, share capacity, and drive enterprise staffing priorities, ensuring consistent coverage across practices.
• Lead and contribute in team meetings, planning discussions, and working sessions by bringing forward risks, options, and decisions needed to keep staffing plans on track.
• Resolve resource conflicts through transparent communication and solution-oriented facilitation, aligning stakeholders on trade-offs and next steps.
• Document and share best practices, lessons learned, and process enhancements to improve consistency, speed, and decision quality across the Resource Management function.
• Execute additional duties within the scope of the role as needed to advance resource management effectiveness and support M&A integration priorities.

• Bachelor’s degree in business administration, Accounting, Human Resources, or a related field preferred. Professional certification (e.g., RMCP, PMP, SHRM-CP) is a plus.
• 5–7+ years of experience in resource management, workforce planning, or…