Talent Alignment Manager, Tax - 2237591

FORVIS

$80K — $95K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience
  • Proficient in Microsoft Office Suite, especially Excel (including VLOOKUP, pivot tables)
  • Experience with AI tools for efficiency and data analysis
  • Bachelor's Degree (preferred)
  • Current and valid CPA or RMCP (preferred)

Responsibilities

  • Schedule talent to client assignments based on their skills and requirements
  • Utilize tools to manage utilization and track chargeable hours
  • Identify solutions for open staffing needs and manage potential conflicts
  • Collaborate with teams to ensure the scheduling system is realistic and updated
  • Understand staff career goals to optimize assignment alignments
  • Monitor current and future staffing needs and capacity
  • Analyze resource data to identify trends and metrics
  • Work with leaders to align staffing strategies with business objectives
  • Build relationships with client personnel and collaborate with internal teams
  • Innovate and promote consistent talent deployment across the firm
  • May coach and manage lower-level staff

Benefits

  • Opportunity for career growth and professional development
  • Dynamic and collaborative work environment
  • Access to advanced scheduling and resource management tools
  • Engagement with high-level client personnel
  • Involvement in innovative staffing solutions and strategies
Full Job Description
Description & Requirements

What You Will Do:

  • Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager
  • Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed
  • Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions
  • Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting
  • Maintaining an understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required
  • Maintaining a strong pulse on current and future needs and capacity.
  • Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs
  • Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges
  • Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations)
  • Works together with peers to innovate, educate and promote consistent firm-wide talent deployment
  • May serve as a manager or coach for lower-level staff

Minimum Qualifications:

  • 5+ years of relevant experience
  • Proficient in Microsoft Office Suite including efficiency and knowledge in Microsoft Excel, including VLOOKUP, pivot tables, formulas, and Claude
  • Experience and knowledge using AI tools to improve efficiency, support data analysis, and enhance productivity

Preferred Qualifications:

  • Bachelor's Degree
  • Current and valid CPA or RMCP

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