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Tax Resource Manager

Forvis Mazars, LLP
parental leave, flex time, 401(k)
United States, Pennsylvania, Fort Washington
Feb 18, 2025


General information
Name
IFS - TAG - Tax Resource Manager
Posting Title
Tax Resource Manager
Ref #
2234556
Date Published
Thursday, February 13, 2025
City
Indianapolis
State
Indiana
Country
United States
Job Category
Internal Firm Services
Office
Talent Alignment (Forvis)
Advertised Location
US-IN-Indianapolis, US-MA-Boston, US-NJ-Iselin, US-NY-New York, US-PA-Fort Washington
Working time
Full Time

Description & Requirements
As part of our Talent Alignment Group (TAG), the Talent Alignment Manager works closely with Managers and Partners to ensure engagements are staffed appropriately and enables our practices to leverage the right talent, on the right clients, at the right time. Our team strives for the efficient and effective deployment of our firm's talent with a strong focus on ensuring people are provided with opportunities to grow professionally while balancing the needs of the business and the firm's clients.
How you will contribute:
  • Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
  • Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed appropriately
  • Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions
  • Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting
  • Maintaining a solid understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required
  • Maintaining a strong pulse on current and future needs and capacity.
  • Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs
  • Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges
  • Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations)
  • Collaborating with peers to innovate, educate and promote consistent firm-wide resource management practices.
  • May serve as a manager or coach for lower-level resource management staff.
We are looking for people who have Forward Vision and:
  • Works effectively across multiple offices and with virtual teammates and can build strong relationships remotely
  • Adapts to change and is skilled in productively managing people's reaction to it; is a demonstrated change agent
  • A results-oriented mindset with the ability to be decisive and impartial
  • Ability to balance competing priorities, requests and needs of various stakeholders
  • Can "think on your feet" to problem solve issues Asks tough questions and holds people accountable in a way that maintains trust and respect
  • Can successfully operate in a fast-paced environment
  • Excellent organizational, time management, and written and verbal communication skills
  • Manages sensitive and confidential information with discretion and maintains confidentiality in interactions
Minimum Qualifications:
  • Bachelor's degree from an accredited institution
  • 5 years or more of experience in a similar role
  • Strong technical and analytical skills, including data management and manipulation capabilities
  • Strong proficiency with Microsoft Office applications with exceptional Excel skills
  • Experience in tax client service and/or tax resource management
  • Ability to work more than 40 hours a week, as needed
  • Some business travel expected
Preferred Qualifications:
  • 10 years or more of experience in a similar role
  • CPA license or Resource Management Certified Professional (RMCP)
#LI-IND, #LI-CNH, #LI-ISELIN, #LI-NYC, #LI-FTWASH
#LI-MM1

New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 90,200
NY Maximum Salary (USD)
$ 154,500

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