Tax Resource Management Senior Specialist
About The Position
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As a Tax Resource Management Specialist, you will play a key role in driving efficient resource planning, optimizing utilization, and enabling successful client delivery across the Tax. You’ll serve as a strategic partner to practice leadership, analyzing capacity, forecasting needs, and proactively recommending staffing solutions to balance workloads and maximize operational efficiency.
Requirements
- Minimum of 2 years’ experience in resource management, workforce planning, or project operations within public accounting, consulting, or professional services
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline
- Strong understanding of Tax engagement lifecycles, staffing models, and operational processes within a professional services environment
- Competence in Microsoft Office Suite
Nice To Haves
- Experience with resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar)
Responsibilities
- Conduct the coordination and execution of staffing for Tax engagements, aligning staff skills, experience, and availability with client and engagement requirements
- Partner with leadership to forecast resource demand, identify capacity gaps, and recommend strategies for optimal staffing and utilization
- Maintain and enhance staffing and scheduling systems to ensure real-time accuracy and visibility into team availability and allocation
- Monitor utilization and project timelines, providing analysis and actionable insights to prevent bottlenecks and ensure timely project delivery
- Serve as a central point of contact for staffing updates, communicating proactively with leaders, engagement managers, and team members regarding scheduling changes and priorities
- Collaborate with HR, Talent Development, and leadership to support workforce planning, onboarding, and skill development initiatives
- Contribute to continuous improvement efforts by identifying trends, streamlining resource management processes, and leveraging data to drive operational decisions
- Balance multiple assignments and priorities with precision, demonstrating strong analytical thinking and a proactive, solution-oriented approach in a fast-paced environment
- Demonstrated ability to analyze data, identify trends, and provide recommendations that improve utilization and business performance
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
