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Tax Deployment Manager

Baker Tilly Advisory Group, LP -
Medford, OR

Quick Apply

Job Details

Full-time
$84,000 - $135,000 a year
5 days ago

Qualifications

Employee relationship building

Full 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:

The Tax Deployment Manager will play a critical role in supporting the growth and scalability of onboarding and transitions operations across the Tax service line. This position will act as the central point of coordination for staffing and deployment activities across new and transitioning projects, partnering closely with practice leaders, other Resource Managers, and delivery stakeholders to ensure the right talent is aligned to project needs at the right time. The role will provide proactive visibility into pipeline demand, support workforce planning and hiring strategies, and drive seamless onboarding and transition execution to enhance operational efficiency and client delivery outcomes.

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

Bachelor’s degree or 9 years of relevant experience in lieu of
5+ years of related experience required, preferably within a professional services firm
Relevant certifications (e.g., PMP, RMCP) preferred
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 pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

The national pay rate range is $84,000 to $135,000

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