Tax Resource Manager

  • Job ID:

  • Pay rate range:

    $55 - $70
  • City:

  • State:

  • Duration:

    08/22/2021 - 08/22/2022
  • Job Type:

    Contract to Hire
  • Job Description

    Our large Public Accounting client is seeking a Tax Resource Manager to support their tax service line REMOTELY.  This position will start as a contract role with the opportunity to convert to a full-time emplooyee.

    The Tax Resource Manager is responsible for assigning the right resource to the right client at the right time, while balancing and optimizing employee growth, client results, and business metrics. He/she will anticipate needs and work with Partners, MDs, and Project Managers to ensure open seats are filled and bench is minimized in order to maximize utilization and minimize past due to open seats. He/she will have deep knowledge of the skills of the resources in his/her area as well as the skills required by projects in his/her area. He/she will meet with staff regularly to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff re: project and skill demand and possible opportunities. He/she must anticipate project conflicts and identify alternatives to resolve conflicts as well as be opportunistic in managing the bench. He/she must build strong relationships with Partners, Project Managers, and MDs by providing excellent client service. He/she must build a strong relationship with his/her Regional Tax Practice Leader and National Tax Business Line Leaders. He/she must prepare and analyze resource data for his/her area in order to identify issues and trends and maintain a constant pulse on the current and future shortages and surpluses in his/her area. He/she is also responsible for the data management of his/her area.

    Core Responsibilities:

    • Provides analysis around key metrics such as availability, utilization, and open seat status and identifies issues and trends.
    • Works with Partners, MDs, and Project Managers to identify and define open needs and identify staff to fulfill those needs.
    • Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize utilization while minimizing bench but are also opportunistic for staff development.
    • Actively manages bench and works with Partners, MDs, and Project Managers to identify possible opportunities for bench resources as well as college hires and interns. Also, serves as primary point of contact for unassigned staff within area.
    • Meets regularly with staff to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff regarding project and skill demand and possible opportunities.
    • Acquires and maintains deep knowledge of skills of staff within area as well as skills needed for projects in area.
    • Helps to integrate new hires into project teams.
    • Maintains a steady pulse on shortages and surpluses in area.
    • Collaboratively engages with Capacity and Resource Management team to encourage resource sharing across regions, TBLs, etc.
    • Identifies needs that cannot be fulfilled by upcoming supply and works closely with Regional/National Capacity Manager and Recruiting to ensure open requisitions are created and fulfilled.
    • Participate in components of performance management process with HR to help ensure consistent understanding of development needs of employees.
    • Responsible for data management of area and works closely with their staff to ensure skill profiles are current, StaffTrak data entry/forecasting is timely and accurate, and CMS data entry is timely.
    • Works closely with offshore counterparts to ensure resource staffing needs are met.
    • Drives Monthly Forecasting Process for area to ensure staffing needs, utilization potential, and shortages and surpluses are proactively identified.


    • A solid understanding of the firm’s business and operations as well as a basic understanding of finance
    • Excellent organizational skills, deadline-oriented and flexibility to meet changing needs of the role
    • Proven ability to manage upwards and drive results
    • Proven ability to set and manage expectations with staff
    • Strong computer skills including proficiency in Microsoft Excel. High degree of comfort using computer software and other Microsoft business products (Word, PowerPoint, Office), including excellent data management and manipulation capabilities
    • Proven ability to consistently and positively contribute in a fast-paced environment
    • Strong metrics-focused with ability to use analytics to solve problems and develop solutions
    • Ability to build rapport and gain the trust with all levels of personnel
    • Strong leadership, communication, and presentation skills
    • Ability to work independently with minimal supervision
    • Aptitude to learn and leverage new technology
    • Tax and Resource Management experience at a professional services firm
    • Proven ability to maintain confidentiality while balancing needs of the business
    • Bachelor’s degree in related field




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