Resource Manager

This is a fully remote position, open to applicants in Colorado, +9 more states.

📋 Description

• Distribute resources considering skills, experience levels, availability, timing, and engagement needs.

• Collaborate with practice leaders, job managers, and resource pod leaders to balance workloads and align staffing with client obligations.

• Track capacity, utilization, leverage, scheduled versus actual performance, and forecast accuracy; pinpoint risks, trends, and areas for improvement.

• Address staffing conflicts, urgent resource demands, delays, and workload discrepancies while effectively communicating decisions and schedule adjustments.

• Maintain precise resource plans, schedules, open positions, placeholders, skills inventories, and workforce data across resource management systems.

• Facilitate regular resource alignment meetings focused on supply and demand, staffing choices, cross-utilization, forecasting, and workforce risks.

• Oversee workforce forecasting and capacity planning to determine future demand, skills shortages, staffing needs, and hiring requirements.

• Coordinate staffing activities across pods, onshore, offshore, outsourced, and integration-related efforts to enhance resource deployment.

• Supervise preparation pools and unassigned work queues to guarantee timely staffing and progress on workloads.

• Promote the adoption of workforce planning processes, reporting tools, resource management systems, and strategic workforce planning initiatives.

• Ensure balanced workloads, enhanced utilization and leverage, precise demand forecasts, prompt resolution of staffing risks, and improved visibility into workforce decisions.

⛳️ Requirements

• Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.

• Over 5 years of experience in Tax resource management, workforce planning, project staffing, operations, or a similar area.

• Proven experience in managing resource allocation, capacity planning, utilization, and workforce forecasting.

• Strong analytical capabilities with the ability to analyze workforce, utilization, and operational performance data.

• Familiarity with workforce management, project management, scheduling, and reporting tools.

• Proven ability to influence stakeholders, balance competing priorities, and resolve staffing conflicts.

• Excellent communication, facilitation, relationship management, and problem-solving skills.

• Experience in professional services, consulting, accounting, tax, audit, or another project-based setting.

• Background in strategic workforce planning, skills inventory management, and capacity modeling.

• Proficiency with ProStaff, Power BI, Workday, Practice Engine, CCH Workflow, or similar workforce and reporting platforms.

• Understanding of utilization, leverage, forecasting, demand planning, and workforce optimization methodologies.

• Project Management Professional (PMP), workforce planning certification, or related credential.

🏝️ Benefits

• Medical, Dental, and Vision Insurance available from the first day of employment.

• Flexible Spending Account and Dependent Care Account.

• 401k with Profit Sharing.

• Over 9 holidays and a discretionary time off structure.

• Parental Leave – coverage for both primary and secondary caregivers.

• Tuition Assistance Program and CPA support program with cash incentive upon completion.

• Discretionary incentive compensation based on firm, group, and individual performance.

• Incentive compensation related to the origination of new client sales.

• Highly-rated wellness program.

• Flexible working environment including remote and hybrid options.

• Competitive compensation.

• Industry-leading benefits.

• Flexible work environment to support work/life balance.

• Opportunities for growth, continuous learning, and advancement.

• Entrepreneurial spirit and freedom to innovate.