Tax Resource Management Senior Specialist

About this role

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work . We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career.

At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

As a Resource Management Senior Specialist for Tax, you will serve as a strategic advisor and operational leader, driving workforce planning, utilization optimization and engagement delivery excellence. You’ll work closely with Tax leadership to align staffing strategies with business goals, provide actionable insights through data analytics, and influence decisions that impact client delivery, profitability, and team development.

You will oversee complex staffing scenarios, lead initiatives that enhance forecasting and reporting capabilities, and act as a subject matter expert in resource management practices across the firm.

Job Responsibilities • Lead the resource planning function for Tax engagements by driving proactive staffing discussions, anticipating demand, and recommending strategic staffing solutions aligned with business priorities

• Analyze and forecast resource capacity at both the engagement and portfolio levels to identify utilization trends, future needs, and potential risks, providing data-driven insights to leadership

• Advise practice leaders and engagement managers on workforce optimization, balancing utilization targets, professional development goals, and client service requirements

• Develop and manage enhanced reporting tools to track utilization, forecast demand, and provide real-time visibility into staffing and capacity metrics

• Own system accuracy and data integrity for all resource management platforms, partnering with IT and Operations to drive continuous system improvement

• Collaborate cross-functionally with HR, Talent Development, and Recruiting to align workforce planning with hiring needs, onboarding, and succession strategies

• Coach and mentor junior resource management team members, providing guidance on scheduling best practices, system usage, and stakeholder communication

• Deep understanding of Tax engagement workflows, staffing models, and operational priorities within a professional services setting

• Lead continuous improvement initiatives, identifying opportunities to enhance efficiency, standardize processes, and increase the effectiveness of the resource management function

• Contribute to strategic planning efforts, helping shape headcount forecasts, utilization goals, and operational strategies for the Tax

• Serve as a trusted partner to leadership, providing recommendations that improve engagement profitability, workload balance, and employee satisfaction

Requirements • Minimum of 4 years’ experience in resource management, workforce planning, or operations management within public accounting, consulting, or professional services

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline

• Proven ability to influence and collaborate with senior leaders and stakeholders in a matrixed environment

• Strong analytical and strategic thinking skills, with the ability to interpret data and translate insights into actionable business recommendations

• Proficiency in Microsoft Office Suite and resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar)

“Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.      Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and refer

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