Job Summary:
The Workforce Excellence Specialist, National Tax Operations (NTO) is responsible for overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Specialist, National Tax Operations, partners with Regional Tax leadership and National counterparts. The Workforce Excellence Specialist, National Tax Operations will successfully drive processes and improvement across the disciplines to achieve significant impact. The individual should have experience in the delivery of high impact projects. The Workforce Excellence Specialist, National Tax Operations works at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. The Workforce Excellence Specialist, National Tax Operations should possess knowledge of resource allocation and ideally have experience in a similar industry.
Job Duties:
- 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 overutilization, 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
Qualifications, Knowledge, Skills and Abilities:
Education:
- 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:
- 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
License/Certifications:
- PMP Certification, preferred
Software:
- High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred
- Proficiency with PowerBI, preferred
- Proficiency with Smartsheet, preferred
- Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred
Other Knowledge, Skills & Abilities:
- 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 independently and collaboratively with large teams
- Ability to manage upwards and drive results
- Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders
- Ability to maintain confidentiality while balancing the needs of the business
- Ability to build rapport and gain trust with all levels of personnel at BDO
- Analytical and diagnostic skills
- Ability to successfully multi-task while working independently or within a group environment
- Able to work within a deadline-driven environment
- Solid organizational skills with the ability to meet project deadlines with a focus on details and quality
- Ability to adapt communication style to successfully convey messages and objectives to a diverse audience
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $75,000 – $90,000
Maryland Range: $75,000 – $90,000
NYC/Long Island/Westchester Range: $75,000 – $90,000
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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