Manager – Resource Management, Tax

• Assign the right client service personnel to engagements by evaluating the specific needs of the engagement, reviewing available options, and recommending individuals who meet the requirements of the office/region and the client.
• When necessary, challenge the proposed schedule to ensure the most efficient use of resources.
• Monitor resources and their utilization, serving as the primary point of contact for local unassigned staff.
• Proactively identify and assign relevant tasks or projects to ensure effective resource deployment.
• Address conflicts within the engagement team by identifying alternative roles that align with both the engagement's needs and the staff's developmental goals.
• Identify personnel who are over- or under-utilized and determine the best resources or solutions to balance the workload effectively.
• Design, generate, and analyze reports on utilization, billable hours variance, chargeability, and any other ad-hoc reports requested by leadership.
• Provides key deployment insights, trends, and recommendations to the appropriate business leader(s).
• Maintains deep knowledge of current business priorities, service offerings, skill profiles, client engagements, and active client pursuits.
• Coaches and mentors junior team members to execute their role on the team
• Lead and support deployment initiatives to improve our overall deployment capabilities, drive more value for the business, and advance our deployment vision

• Bachelor’s Degree
• 5+ years of resource management/scheduling experience at a public accounting firm
• 2+ years leading a team in a resource management, recruiting, talent or operational field
• Experience with Pro Staff and Workday

Demonstrates expertise in resource management and scheduling within a public accounting environment, with a strong focus on team leadership, effective task assignment, and utilization analysis. Proven ability to mentor junior staff and drive deployment initiatives that enhance operational efficiency and client service delivery.

• Resource Management
• Team Leadership
• Utilization Analysis
• Pro Staff Experience
• Workday Experience

• Resource Scheduling
• Utilization Reporting
• Task Assignment
• Workload Balancing
• Data Analysis

• Coaching
• Conflict Resolution
• Communication

• Bachelor’s Degree

• Public Accounting
• Client Engagements
• Operational Field
• Talent Management