As a Resource Management Senior Specialist for Tax, you will serve as a strategic advisor and operational leader, driving workforce planning, utilization optimization and engagement delivery excellence. You’ll work closely with Tax leadership to align staffing strategies with business goals, provide actionable insights through data analytics, and influence decisions that impact client delivery, profitability, and team development.

You will oversee complex staffing scenarios, lead initiatives that enhance forecasting and reporting capabilities, and act as a subject matter expert in resource management practices across the firm.

Job Responsibilities

• Lead the resource planning function for Tax engagements by driving proactive staffing discussions, anticipating demand, and recommending strategic staffing solutions aligned with business priorities

• Analyze and forecast resource capacity at both the engagement and portfolio levels to identify utilization trends, future needs, and potential risks, providing data-driven insights to leadership

• Advise practice leaders and engagement managers on workforce optimization, balancing utilization targets, professional development goals, and client service requirements

• Develop and manage enhanced reporting tools to track utilization, forecast demand, and provide real-time visibility into staffing and capacity metrics

• Own system accuracy and data integrity for all resource management platforms, partnering with IT and Operations to drive continuous system improvement

• Collaborate cross-functionally with HR, Talent Development, and Recruiting to align workforce planning with hiring needs, onboarding, and succession strategies

• Coach and mentor junior resource management team members, providing guidance on scheduling best practices, system usage, and stakeholder communication

• Deep understanding of Tax engagement workflows, staffing models, and operational priorities within a professional services setting

• Lead continuous improvement initiatives, identifying opportunities to enhance efficiency, standardize processes, and increase the effectiveness of the resource management function

• Contribute to strategic planning efforts, helping shape headcount forecasts, utilization goals, and operational strategies for the Tax

• Serve as a trusted partner to leadership, providing recommendations that improve engagement profitability, workload balance, and employee satisfaction

Requirements

• Minimum of 4 years’ experience in resource management, workforce planning, or operations management within public accounting, consulting, or professional services

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline

• Proven ability to influence and collaborate with senior leaders and stakeholders in a matrixed environment

• Strong analytical and strategic thinking skills, with the ability to interpret data and translate insights into actionable business recommendations

• Proficiency in Microsoft Office Suite and resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar)