Senior Associate - Resource Management

Position Summary

Scheduling and Staffing

• Schedule tax professionals across multiple industries within the India Tax team.
• Process staffing requests and keep schedules aligned with business needs.
• Monitor availability, capacity, PTO, training, and other scheduling commitments.
• Identify conflicts, capacity constraints, and workload imbalances.
• Maintain staffing information in scheduling tools, trackers, reports, and workforce systems.

Analytics and Planning

• Prepare capacity, utilization, staffing, and availability reports for leadership.
• Track availability, chargeable hour projections, and scheduled commitments.
• Identify trends in staffing, utilization, and resource availability.
• Support workforce planning by monitoring forecast workload, resource demand, and skill requirements.
• Validate data to improve reporting accuracy and workforce visibility.

Coordination and Communication

• Respond to routine scheduling inquiries from team members, managers, and engagement teams.
• Coordinate with U.S. and India Tax teams on staffing information, schedule updates, and resource needs.
• Support communication about staffing conflicts, priorities, workload balancing, and schedule changes.
• Escalate staffing concerns, scheduling issues, and capacity risks when appropriate.

Process Support

• Follow scheduling procedures, guidelines, and best practices.
• Maintain scheduling documentation, process materials, and training resources.
• Support improvements to scheduling efficiency, reporting quality, and data accuracy.
• Assist with onboarding and training related to scheduling tools and reporting processes.

Qualifications

• Bachelor's degree in business, accounting, finance, human resources, operations, or a related field.
• Two to four years of relevant resource management, workforce planning, scheduling, or professional services operations experience.
• Strong Excel and reporting skills, including pivot tables, data analysis, and report preparation.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and changing business needs.
• Experience in a CPA firm, tax practice, public accounting, or professional services environment is preferred.
• Experience with resource management, workforce planning, scheduling, ERP, or reporting platforms is preferred.

Core Competencies

• Resource coordination, relationship management, schedule management, problem solving, capacity planning, and workforce analytics.
• Business acumen, time management, operational support, attention to detail, data accuracy, reporting, and adaptability.

Success Measures