Tax Resource Management Manager - Remote Eligible

Overview

Resource management for tax services—responsible for aligning tax talent with client and regulatory demands by overseeing capacity, utilization, and staffing across tax practices and regions. The role partners with Tax Practice Leaders to support profitable delivery during peak compliance cycles while balancing workload equity, professional development, and retention within the tax department.

• Location: All locations
• Work Arrangement: Hybrid or Remote

Responsibilities

• Manage end-to-end resource allocation for tax teams, including compliance, consulting, and specialty tax engagements.
• Oversee staffing of tax professionals to client engagements based on availability, technical tax expertise, filing deadlines, geographic requirements, and engagement budgets.
• Forecast busy season and off-cycle resource needs, identifying hiring, contracting, or redeployment strategies aligned with tax utilization targets.
• Partner with Tax Practice Leaders and Regional Tax Leadership to advise on staffing strategy, seasonal demand, and capacity constraints.
• Support Resource Management Senior Associates in resolving tax-specific scheduling conflicts and deadline compression.
• Identify risks related to tax resource planning, including skill gaps and overtime exposure, and recommend mitigation strategies.
• Produce and interpret tax utilization and variance reports to support engagement economics and planning.
• Monitor workload equity across tax teams, including overtime, weekend work, and travel demands during busy season.
• Ensure consistency and compliance with tax resource management standards and engagement policies.
• Participate in tax staff evaluations to understand technical strengths and specialization for improved staffing decisions.
• Serve as manager or coach for Resource Management Senior Associates supporting the tax practice.
• Collaborate with Resource Management Leadership, Tax Leadership, Finance, HR, and Recruiting on tax workforce planning and seasonal hiring strategies.

Requirements

• Associate's degree or higher in Business, Accounting, or a related field preferred.
• 5+ years of experience in a CPA firm with significant exposure to tax services.
• Demonstrated experience supporting tax engagement staffing or seasonal workforce planning in a professional services environment.
• Strong analytical and decision-making skills with the ability to balance tax deadlines, utilization goals, and employee well-being.
• Understanding of tax practice structures, compliance cycles, and filing deadlines.
• Advanced Excel skills and proficiency with workforce planning and reporting tools.
• Ability to lead through influence and collaborate across multiple tax teams and geographic regions.
• Strong written and verbal communication skills, particularly in high-pressure busy season environments.
• Must be authorized to work in the United States now or in the future without visa sponsorship.

Preferred Qualifications

• Resource Management Certified Professional (RMCP) preferred.

Compensation & Benefits

• Compensation: $85,000-$155,000 (final compensation depends on factors such as geography, experience, education, skills, and internal equity).
• Benefits:
  • Generous paid time off
  • Comprehensive medical, dental, and vision insurance
  • 401(k) profit sharing
  • Life and disability insurance
  • Lifestyle spending account
  • Certification incentives
  • Education assistance
  • Referral program

Equal Opportunity Employer

An affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.