Initiate and facilitate regular assessments with managers to discuss upcoming assignments, scheduling needs, or capacity
Manage the staffing/scheduling process for the office/region and department
Collaborate with office leadership to achieve office utilization goals of staff and meet recommended industry group mix requirements for staff role
Update data in scheduling system as required to ensure that system schedules agree to assignments communicated by managers
Create scheduling system reports on a regular basis to help in making decisions about allocating resources across the office and/or regions
Assist Talent Deployment Manager in reporting on and evaluating tax/assurance utilization (firmwide)
Closely monitor assurance/tax staff hours and schedules
Assist Talent Deployment Manager and firm leadership to achieve utilization goals across all practice roles
Proactively address utilization matters with office and firm leadership
Mediate conflicts and resolve resource needs that develop in office and/or region
Proactively communicate potential staffing issues and provide information to allow for the effective deployment of resource
Assign staff to engagements to ensure that resources are effectively deployed and staff workloads are balanced
Promote and monitor the sharing of resources region-wide as well as firm-wide
Lead office, region, and firmwide scheduling meetings
Requirements
3+ years of experience in a professional services/public accounting firm in either tax, audit, or scheduling role
High School diploma or GED equivalent is required
Bachelor’s degree in Human Resources, Accounting, Finance, or other business related field highly preferred
Project management skills necessary to: Meet project milestones, Make decisions when required, Monitor databases, Communicate clear objectives, Maintain and develop relationships with staff, Partners, and internal clients
Microsoft Office (Outlook, Word, Excel and PowerPoint) experience
Role requires consistent travel to other regional offices
Benefits
Health, dental, vision, disability, and life insurance
Flexible Time Off and various pre-determined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging, and meal reimbursement
Pension plan for eligible administrative and paraprofessional staff