Workforce Excellence Manager, National Tax Operations

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 role partners with Regional Tax leadership and National counterparts to innovate and evolve into the next generation of the function, leveraging business and financial acumen to identify potential areas for improvement and work proactively with leadership to establish and implement corrective action.

• 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 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 understand their growth needs and project preferences, setting expectations regarding project and skill demand and potential opportunities.
• Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, and that support staff development.
• Leverages automation and new reporting platforms to provide visualizations and 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 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.

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

• 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 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.

• CPA, preferred.
• PMP Certification, preferred.

• High proficiency in Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred.
• Proficiency with Power
  
  BI, preferred.
• Proficiency with Smartsheet, preferred.
• Proficiency with People Soft and One Stream, or experience with similar corporate management software, preferred.

• Strong leadership, written and verbal communication, and presentation skills.
• Proven ability to manage upwards and drive results.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning,…