Job Description

Job Summary:

The Workforce Excellence Manager, National Tax Operations (NTO) is responsible for participating in and overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Manager, National Tax Operations will partner with Regional Tax leadership and National counterparts to innovate and evolve into the next generation of the function. The Workforce Excellence Manager, National Tax Operations will leverage business and financial acumen to identify potential areas for improvement and work proactively with leadership to establish and implement corrective action. 

Job Duties:

Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization with an emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence
Manages and supports the monthly/annual scheduling process for the designated region 
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
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 
Meets regularly with assigned professionals to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff re: project and skill demand and possible opportunities   
Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, but are also opportunistic for staff development
Leverages automation and new reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling
Collaboratively engages other Resource Managers to encourage resource sharing across regions, groups, etc.
Reviews and monitors reports, including but not limited to project hours materialization, productivity, pipeline, solution specific reporting, and backlog
Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends
Coordinates with Career Advisors to integrate new hires into engagement teams 
Other duties as required

Supervisory Responsibilities:

Supervises a Specialist (if applicable) aligned to the designated region
Serves as a Career advisor and/or mentor to Specialists within the team 

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree, required; focus in Business Administration, Operations Management or Accounting, preferred, AND Five (5) or more years of experience in Business Administration, Operations Management or Accounting, required OR
High school diploma or equivalent and eight (8) or 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
Experience in a professional services firm, preferred
Tax and/or Resource Management experience, preferred
Experience in developing, implementing, and maintaining tax processes, preferred 
Experience in collecting, analyzing, and reporting metrics, preferred 
Strong metrics-focused with the ability to use analytics to solve problems and develop solutions, preferred

License/Certifications:

CPA, preferred
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 leadership, written and verbal communication, and presentation skills 
Proven ability to manage upwards and drive results 
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding resource management strategies, see the ‘big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects 
Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders 
Strong conflict resolution skills, including the abilities to negotiate and influence others
Ability to manage and resolve complex and sensitive situations
Proven 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 fast-paced 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