Tax Resource Management - Senior Associate

What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. BPM stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.   We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives. 

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day. 

The Tax Resource Management Senior Associate plays a key role in the day-to-day execution of RM activities, including: workforce planning, staff scheduling, and utilization management. This role works closely with Resource Managers, Engagement Managers, Partners, Directors, and engagement teams to maintain accurate resources information and ensure resources are aligned with business needs, workload demands, and employee development objectives.

This is an excellent opportunity for an organized, analytical, and collaborative professional interested in workforce planning, operational excellence, and resource optimization within a professional services environment.

• Assist Tax RM Manager with daily staffing and scheduling activities.
• Monitor staff workloads and identify potential overutilization or underutilization concerns.
• Coordinate staffing requests and communicate assignments to stakeholders.
• Maintain accurate and timely staffing, capacity and assignment information within the designated RM processes and tools.
• Follow staffing requests and assignments through to completion and proactively escalate conflicts, capacity constraints and unresolved requests to the Tax RM manager.

• Partner with Tax RM Manager and Engagement Managers to understand upcoming staffing needs.
• Serve as point of contact for engagement teams and Resource Management for routine questions and requests
• Coordinate across US and BGLR teams, managing handoffs and priorities across time zones
• Participate in staffing meetings and document action items and staffing decisions and manage action items through completion.
• Provide timely updates regarding resource availability and scheduling changes.

• Support initiatives focused on improving staffing processes and reporting accuracy.
• Identify opportunities to streamline workforce management activities.
• Assist in documenting resource management procedures and best practices.

• Bachelor's degree in Business Administration, Commerce, Management, Human Resources, Finance, or a related field.

• 3 to 5 years of experience in Resource Management, Workforce Planning, Project Coordination, Operations, HR Analytics, or related fields.
• Experience with professional services, consulting, accounting, or outsourcing organizations is preferred.
• Experience with Tax Resource Management preferred

• Strong analytical and problem-solving skills.
• Excellent organizational and time management abilities.
• Strong verbal and written communication skills.
• Ability to work effectively with multiple stakeholders.
• High attention to detail and data accuracy.
• Proficiency in Microsoft Excel, including PivotTables, formulas, and reporting.
• Familiarity with workforce planning, scheduling, or project management tools is preferred.
• Ability to manage competing priorities independently, follow through on open items and escalate issues timely and appropriately.