Tax Resource Management Lead, Assistant Director

Crowe LLP•Atlanta, GA

About The Position

The Resource Management Lead, Assistant Director is responsible for leading workforce strategy and resource management for the Tax business unit. This role has accountability for both long-range workforce planning and day-to-day resource management execution, ensuring Tax has the right talent, capacity and deployment model to meet client needs and business priorities. This individual partners with Tax and operations leadership to align staffing, forecasting, utilization, skills and workforce capabilities with service delivery demands and long-term practice goals. The Resource Management Lead oversees resource deployment, workload balancing, staffing risk resolution, and workforce planning initiatives, using data, business insight, and process improvement to enhance practice performance. Success in this role requires a strong understanding of public accounting seasonality, technical skill alignment, staff development needs, and the operational drivers of a high-performing Tax practice.

Requirements

Bachelor’s degree in accounting, Business, Operations, Human Resources, or a related field (or equivalent experience)
Minimum of 7 years of experience in workforce planning, resource management, scheduling, operations, or talent strategy
3+ years of leadership experience
Experience aligning staffing strategies with business demand in a complex or matrixed environment
Strong analytical skills with the ability to interpret data and deliver actionable insights
Demonstrated ability to lead teams and influence cross-functional stakeholders
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

Experience with workforce planning or resource management tools (e.g., Retain Cloud or similar platforms)
Experience using data and reporting tools (e.g., Excel, Power BI) to support workforce analysis and decision-making
Ability to evaluate and implement new tools and technologies to improve workforce planning and resource management processes
Experience in a professional services or consulting environment
Familiarity with workforce planning tools, scheduling platforms, and reporting systems
Experience with process improvement, automation, or AI-enabled workforce solutions
Exposure to global teaming models and offshore coordination
Experience partnering with Talent, Recruiting, and Operations teams

Responsibilities

Lead workforce planning strategy and decision-making across the Tax business unit, aligning talent capacity and staffing priorities with service line demand and client delivery needs
Develop short-and long-range workforce plans based on service line demand, seasonality, growth goals, and client delivery needs. Identify capacity gaps, utilization trends, workload imbalances and staffing risks, and recommend actions to address them
Provide oversight and direction to the resource management function to ensure consistency and effectiveness
Develop staffing strategies that support client service, deadlines, quality, and team sustainability
Analyze workforce data, including utilization, scheduling, recruitment, retention, and advancement trends
Develop reporting and insights to support leadership decision-making
Translate data into clear, actionable recommendations for business and operations leaders
Monitor workforce performance and proactively identify improvement opportunities
Lead initiatives to improve and automate workforce planning processes and resource management processes
Drive standardization and adoption of best practices across teams
Promote use of workforce planning tools, scheduling platforms, reporting capabilities and AI-enabled solutions
Identify opportunities to improve visibility, consistency, and efficiency in how Tax plans and assigns work
Collaborate with global teams to support workforce planning and delivery needs
Partner with Talent and business leaders to align skills, job profiles, and workforce capabilities
Support recruitment and onboarding strategies through demand forecasting and workforce insights
Contribute to long-term workforce readiness through skills-based planning
Partner with Tax leaders and people leaders to align assignments with career development, readiness, and retention goals
Serve as a trusted advisor to business and operations leaders on workforce-related matters
Lead change management efforts related to workforce planning processes and organizational alignment
Build strong cross-functional relationships to drive collaboration and execution
Communicate workforce strategy, risks, and recommendations to senior leadership