4+ years experience in resource management, workforce planning, or operations within professional services
Bachelor’s degree in Accounting, Finance, Business Administration, or related field
Strong ability to influence senior stakeholders in a matrixed environment
Exceptional analytical skills to derive insights from data
Proficient in Microsoft Office Suite and resource management tools
Responsibilities
Lead proactive staffing discussions for Tax engagements based on demand forecasting
Analyze resource capacity to identify trends and risks for leadership
Advise on workforce optimization balancing utilization and development goals
Develop reporting tools to provide visibility into staffing metrics
Ensure data integrity and accuracy across resource management systems
Collaborate with HR and Talent teams for aligned workforce planning
Coach junior team members on best practices in resource management
Benefits
Professional development opportunities
Cross-functional collaboration exposure
Mentorship and coaching of junior staff
Influence over strategic staffing decisions
Impact on engagement profitability and employee satisfaction
Full Job Description
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)
About Armanino
Armanino is one of the largest independent accounting and business consulting firms in the United States, with offices in California, Texas, and Illinois. The firm provides a wide range of services to clients in various industries, including audit and assurance, tax planning and compliance, business consulting, and technology consulting. Armanino is committed to delivering innovative solutions and exceptional service to help clients achieve their goals and succeed in today's rapidly changing business environment.
