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)

“Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Certain states require us to disclose the pay range and benefits summary for job openings. For New York residents, the compensation range for this position: $84,000-$114,400. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including: 

• Medical, dental, vision

• Generous PTO plan and paid sick time

• Flexible work arrangements

• 401K with Profit Sharing

• Wellness program

• Generous parental leave

• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

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