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 in resource management or scheduling
  • Proficient in Microsoft Office Suite, particularly Excel (VLOOKUP, pivot tables)
  • Familiarity with AI tools for data analysis and productivity enhancement
  • Bachelor's Degree preferred
  • Current CPA or RMCP certification preferred

Responsibilities

  • Schedule talent for client assignments based on project needs
  • Utilize scheduling tools to forecast hours and manage resource utilization
  • Identify solutions for open staffing needs and proactively manage conflicts
  • Collaborate with engagement teams to keep scheduling data accurate and current
  • Understand staff skills and career goals to optimize client assignment alignments
  • Monitor current and future resource needs and capacity
  • Analyze resource data to identify utilization trends and performance metrics
  • Build relationships with client-serving personnel and collaborate with internal teams
  • Innovate and promote consistent talent deployment across the firm
  • May manage or coach junior staff as needed

Benefits

  • Access to advanced scheduling and resource management tools
  • Collaboration with multiple departments including HR and Operations
  • Opportunities for innovation and professional development
  • Potential leadership and coaching opportunities
  • Dynamic work environment with a focus on team collaboration
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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