Resource Manager Tax at Baker Tilly Advisory Group, LP in Milwaukee, Wisconsin

Job Description:

Overview



Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:




Responsibilities



Manage and execute resource management process for assigned population

• Facilitate scheduling of resources to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
  
  


• Drive scheduling process to prepare for future deadlines; balance capacity with open needs and proposing solutions to maximize utilization and drive profitability
  
  


• Use scheduling tools to forecast hours, track utilization, and monitor overall headcount
  
  


• Facilitate meetings with Managers and Partners on a weekly basis, providing updates as needed
  
  


• Ensure staff profiles and schedules are accurately maintained in the scheduling database; making necessary changes on a recurring basis
  
  


• Generate and analyze resource management reports, including availability reports, billable hour forecasts and actual vs scheduled variance data
  
  


• Monitor chargeable hours, overtime, and travel to ensure work is fairly distributed
  
  


• Drive consistency by implementing resource management processes and teaming with personnel to ensure compliance
  
  

Build relationships with client serving personnel at all levels through effective communications and a high degree of professionalism

• Gain understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments
  
  


• Proactively communicate with Managers, Partners and industry leaders to ensure population is effectively utilized
  
  


• Facilitate the resolution of conflicting assignments and flag availability of staff to ensure engagements are staffed appropriately
  
  


• Field scheduling questions, tailoring responses based as needed; elevating to Manager of Resource Management when necessary
  
  

Collaborate across Firm functions and within internal team

• Liaise with resource managers across other business units for effective and efficient allocation of resources
  
  


• Support strategic resource management projects and initiatives throughout the year
  
  


• Coordinate with the human resource and recruiting teams on the hiring and on-boarding of campus and experienced hire talent, including intern programs
  
  


• Participation in semi-annual and annual performance calibration meetings for professional staff
  
  

Qualifications



Education:

• Bachelor's Degree from an accredited college or university
  
  

Experience:

• A minimum of 5+ years of related experience, preferably within a professional services Firm
  
  

The successful candidate will have:

• The desire to learn about the operations of a professional services firm
  
  


• Interest in connecting with others and helping drive forward the strategic vision of resource management
  
  


• The ability to work effectively both independently and as part a team across all levels of the Firm
  
  


• Excellent written and verbal communication skills
  
  


• Integrity within a professional environment
  
  


• Professional demeanor and ability to handle confidential matters with discretion
  
  


• Ability to manage through competing priorities
  
  


• Strong organization skills and attention to detail
  
  


• Ability to provide exceptional client service and exhibit a sense of urgency, commitment to quality and the timely completion of duties
  
  


• Demonstrated level of technical proficiency in Microsoft Office Suite (specifically Excel)
  
  

The compensation range for this role is $92,580 to $200,590. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location Apply Now