BDO USA
Workforce Excellence Manager, National Tax Operations
BDO USA, Kalamazoo, Michigan, United States, 49006
Workforce Excellence Manager, National Tax Operations
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 role partners with Regional Tax leadership and National counterparts to innovate and evolve into the next generation of the function, leveraging 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 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 understand their growth needs and project preferences, setting expectations regarding project and skill demand and potential opportunities.
Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, and that support staff development.
Leverages automation and new reporting platforms to provide visualizations and 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 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
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 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, keep up-to-date with resource management strategies, see the big picture and details, display ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timeliness.
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 business needs.
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.
Salary 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, with share-and-earn opportunities for all U.S. team members.
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. 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 an unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives, empowering team members, celebrating ingenuity, and focusing on resilience and sustainability to positively impact our people, clients, and communities.
Benefits and Equal Opportunity Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Accounting/Auditing Industry: Accounting
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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 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 understand their growth needs and project preferences, setting expectations regarding project and skill demand and potential opportunities.
Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, and that support staff development.
Leverages automation and new reporting platforms to provide visualizations and 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 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
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 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, keep up-to-date with resource management strategies, see the big picture and details, display ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timeliness.
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 business needs.
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.
Salary 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, with share-and-earn opportunities for all U.S. team members.
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. 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 an unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives, empowering team members, celebrating ingenuity, and focusing on resilience and sustainability to positively impact our people, clients, and communities.
Benefits and Equal Opportunity Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Finance and Accounting/Auditing Industry: Accounting
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