Tax Resource Manager - 2237539

FORVIS

$111K — $163K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience in scheduling or resource management
  • Proficient in Microsoft Office Suite, especially Excel (VLOOKUP, pivot tables, formulas)
  • Experience using AI tools for data analysis and productivity improvement
  • Bachelor's Degree preferred
  • Current and valid CPA or RMCP certifications preferred

Responsibilities

  • Schedule talent for client assignments based on various criteria
  • Utilize tools to track and manage utilization and overall workforce distribution
  • Identify and manage open needs, proactively mitigating potential conflicts
  • Maintain an updated and accurate scheduling system in collaboration with engagement teams
  • Align client assignment decisions with staff skills, experiences, and career goals
  • Analyze resource data to identify trends in utilization and scheduling
  • Foster strong relationships with internal teams and client-facing personnel

Benefits

  • Group health plan benefits
  • 401(K) retirement plan options
  • Profit-sharing contributions
  • Flexible time off policy
  • Parental leave
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

#LI-DEN

#LI-HC1

Colorado's Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range:

CO Minimum Salary (USD)

$ 111,300

CO Maximum Salary (USD)

$ 163,240

Close Date: 12/10/2026

Similar Jobs

More Jobs at FORVIS

More Legal & Accounting Jobs

Find similar Tax Resource Manager - 2237539 jobs: