Tax Resource Management Specialist

What you get:

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
• Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
• Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

Responsibilities:

• Coordinate resource planning and staffing activities to support efficient deployment of employees across engagements, projects, and teams.
• Maintaining accurate and timely resource information within designated scheduling and workflow tools and systems, and reinforcing consistent use of centralized RM processes and tools
• Monitor employee utilization, availability, workload, and progress toward chargeable-hour goals.
• Identify staffing gaps, capacity constraints, and opportunities to better balance workloads across teams.
• Onboard and train new colleagues on scheduling processes, policies, tools, and best practices.
• Lead and facilitate scheduling discussions with business leaders to identify resource needs, resolve staffing conflicts, and address capacity concerns.
• Partner with Engagement Managers to determine appropriate staffing solutions based on business needs, employee experience, skills, and development goals.
• Use scheduling, project management, and reporting tools to forecast resource needs, track scheduled versus actual utilization, and monitor headcount.
• Review weekly staffing schedules, availability reports, and utilization data to identify trends and recommend appropriate actions.
• Support employee reassignments related to leaves of absence, departures, organizational changes, and shifting business needs.
• Build strong relationships with employees and leaders to support effective staffing decisions and long-term career development to understand business needs, individual skills and development goals to support thoughtful staffing decisions.
• Support international teams and resources across different time zones as needed.
• Participate in ad hoc projects and process improvement initiatives related to resource management and workforce planning.

Requirements:

• Bachelor’s degree or equivalent relevant professional experience.
• 2-3+ years of experience in professional services, project management, workforce planning, or a related field; or 1-2+ years of direct resource management, resource planning, or scheduling experience.
• ability to exercise sound judgement, ask effective questions, and respectfully challenge or offer alternatives when staffing requests conflict with capacity, priorities or broader business needs.
• Experience within public accounting or another professional services environment is preferred.
• Strong organizational, time management, prioritization, and critical-thinking skills.
• Strong analytical skills with the ability to interpret utilization, staffing, capacity, and workforce data.
• Excellent communication and relationship-management skills, with the ability to work effectively with employees and leaders at all levels.
• Strong client-service mindset and the ability to navigate competing priorities in a changing environment.
• Proficiency with Microsoft Outlook, Excel, and Word.
• Experience with resource management, scheduling, reporting, or workflow platforms; familiarity with Power BI, and CCH Workflow is a plus.
• Ability to learn new systems quickly and train others on software functionality, processes, and best practices.