Workforce Excellence Specialist, National Tax Operations

Workforce Excellence Specialist, National Tax Operations

The Workforce Excellence Specialist, National Tax Operations (NTO) oversees the schedule and talent deployment process, balancing the vision, mission, and strategy of the consolidated tax practice. The specialist partners with regional and national leaders to drive process improvements and deliver high impact projects across the practice.

• Optimizes utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area
• Leads all activities related to resource planning and allocation ensuring staff are assigned to projects in a timely manner based on their skills, previous experience, availability, and project budget
• Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization; emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence
• 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
• Supports the execution of the operational strategy, objectives, KPIs, and roadmap for Tax
• 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
• Supports project managers in ongoing efforts including remedies addressing employee over utilization, uneven workload, or overtime such as reallocating resources, adjusting goals or requirements, or assigning new people to the team. Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing bench but are also opportunistic for staff development
• Proactively reviews staffing data for assigned population and develops meaningful insights on trends, forecast, opportunities for improvement, and areas of concern
• Leverages automation and reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling
• Collaboratively engages with various counterparts to encourage resource sharing across markets, geos, etc.
• Reviews and monitors reports, including but not limited to utilization reporting, pipeline, solution specific reporting, and backlog
• Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends
• Other duties as required

• Associate’s degree, required; AND two (2) or more years of experience in Business Administration, Operations Management, or Accounting, required; OR High School Diploma/GED AND four (4) more years of experience in Business Administration, Operations Management, or Accounting, required

• Experience in drafting and creating effective internal and external written communication, required
• Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred
• Experience in developing, implementing, and maintaining tax processes, preferred
• Experience in collecting, analyzing, and reporting metrics, preferred

• PMP Certification, preferred

• High proficiency in the use of 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 critical thinking, analysis, and problem-solving skills
• Strong conflict resolution skills, including the abilities to negotiate and influence others
• Strong metrics-focus with the ability to use analytics to solve problems and develop solutions
• Strong written and verbal communication skills
• Ability to manage and resolve complex and sensitive situations
• Ability to work both…