Tax Resource Manager

Forvis Mazars, LLP•Louisville, KY

27d•Hybrid

About The Position

The Talent Alignment Group (TAG) ensures talent strategies align with Forvis Mazars' vision, placing people at the heart of every initiative. Through collaboration and personalized support, they foster a culture where diverse perspectives thrive and innovation flourishes. By empowering employees to reach their full potential, they help build a workplace where careers grow and leadership is cultivated. This role involves scheduling talent to appropriate client assignments, utilizing scheduling tools for forecasting and utilization management, managing open needs by identifying solutions and anticipating conflicts, and collaborating with engagement teams to maintain an updated scheduling system. The position requires maintaining an understanding of professional staff skills, experiences, and career goals for optimal client assignment alignments, and keeping a strong pulse on current and future needs and capacity. Analysis of resource data and identification of trends in availability, utilization, and variance data are key. Collaboration with leaders to ensure consistency with strategy and elevation of opportunities or concerns is also part of the role. Building strong relationships with client-serving personnel and collaborating with other Internal Firm Services teams (HR, Talent Acquisition, L&D, Operations) is essential. The role also involves working with peers to innovate and promote consistent firm-wide talent deployment, and may include serving as a manager or coach for lower-level staff.

Requirements

5+ years of relevant experience
Proficient in Microsoft Office Suite including efficiency and knowledge in Microsoft Excel, including VLOOKUP, pivot tables, formulas, and Claude
Experience and knowledge using AI tools to improve efficiency, support data analysis, and enhance productivity

Nice To Haves

Bachelor’s Degree
Current and valid CPA or RMCP

Responsibilities

Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager
Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed
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 an 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)
Works together with peers to innovate, educate and promote consistent firm-wide talent deployment
May serve as a manager or coach for lower-level staff