BDO Capital Advisors, LLC
Workforce Excellence Manager, National Tax Operations
BDO Capital Advisors, LLC, Austin, Texas, us, 78716
Workforce Excellence Manager, National Tax Operations
Austin, TX, United States
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 othersAbility 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
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: $100,000 - $130,000
Maryland Range: $100,000 - $130,000
NYC/Long Island/Westchester Range: $100,000 - $130,000
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 600 W 5th Street, Austin, TX, 78701, US
#J-18808-Ljbffr
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 othersAbility 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
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: $100,000 - $130,000
Maryland Range: $100,000 - $130,000
NYC/Long Island/Westchester Range: $100,000 - $130,000
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 600 W 5th Street, Austin, TX, 78701, US
#J-18808-Ljbffr