Workforce Excellence Manager, National Tax Operations

Job Summary:

The Workforce Excellence Manager, National Tax Operations (NTO) is responsible for participating in and overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Manager, National Tax Operations will partner with Regional Tax leadership and National counterparts to innovate and evolve into the next generation of the function. The Workforce Excellence Manager, National Tax Operations will leverage business and financial acumen to identify potential areas for improvement and work proactively with leadership to establish and implement corrective action. 

Job Duties:

• Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization with an emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence
• Manages and supports the monthly/annual scheduling process for the designated region 
• Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed) with a focus on effective workload balancing, scheduling, and professional development
• Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications 
• Meets regularly with assigned professionals 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   
• Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, but are also opportunistic for staff development
• Leverages automation and new reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling
• Collaboratively engages other Resource Managers to encourage resource sharing across regions, groups, etc.
• Reviews and monitors reports, including but not limited to project hours materialization, productivity, pipeline, solution specific reporting, and backlog
• Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends
• Coordinates with Career Advisors to integrate new hires into engagement teams 
• Other duties as required

Supervisory Responsibilities:

• Supervises a Specialist (if applicable) aligned to the designated region
• Serves as a Career advisor and/or mentor to Specialists within the team 
   

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree, required; focus in Business Administration, Operations Management or Accounting, preferred, AND Five (5) or more years of experience in Business Administration, Operations Management or Accounting, required OR
• High school diploma or equivalent and eight (8) or more years of experience in Business Administration, Operations Management or Accounting, required

Experience:

• Experience in drafting and creating effective internal and external written communication, required
• Experience in a professional services firm, preferred
• Tax and/or Resource Management experience, preferred
• Experience in developing, implementing, and maintaining tax processes, preferred 
• Experience in collecting, analyzing, and reporting metrics, preferred 
• Strong metrics-focused with the ability to use analytics to solve problems and develop solutions, preferred

License/Certifications:

• CPA, preferred
• PMP Certification, preferred

Software:

• High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred 
• Proficiency with PowerBI, preferred
• Proficiency with Smartsheet, preferred
• Proficien