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Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- 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.
- Monitor timelines, workloads, and utilization to identify conflicts and constraints early, and translate insights into clear recommendations for leaders and engagement teams.
Requirements
What you’ll need- 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 operations within professional services (tax/accounting preferred), with demonstrated impact on utilization, capacity planning, and delivery outcomes.
- Advanced analytical capability to interpret workforce data, identify leading indicators, and convert insights into clear recommendations and staffing actions.
- Strong executive-ready communication and facilitation skills to align stakeholders, negotiate trade-offs, and drive timely decisions.
- Proficiency with Power BI (or similar), resource management tools, and Microsoft Office to build repeatable reporting, improve visibility, and enable data-driven planning.
- Strong business acumen and enterprise mindset, with the ability to understand practice priorities, client delivery constraints, and the firm’s operating model to make balanced recommendations.
- Comfortable operating in a fast-paced, deadline-driven environment—prioritizing effectively, establishing planning cadence, and escalating constraints early to protect delivery.
- Success in this role requires a team-first mindset and inclusive leadership, strong partnership across client service and talent functions, and a commitment to continuously improving how the firm plans, staffs, and delivers work.
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
resource managementworkforce planningcapacity planninganalytical capabilitydata interpretationreportingstaffing actionsplanning accuracyprocess improvementsoffshore delivery strategy
Soft Skills
executive communicationfacilitation skillsstakeholder alignmentnegotiationtimely decision-makingteam-first mindsetinclusive leadershippartnershipprioritizationproblem-solving
Certifications
RMCPPMPSHRM-CP