Senior Associate - Resource Management

Position Summary

Scheduling and Staffing Support

• Support scheduling tax professionals across multiple industries within the India Tax team.
• Process staffing requests and keep schedules accurate, current, and aligned with business needs.
• Monitor availability, capacity, PTO, training, and other scheduling commitments.
• Identify scheduling conflicts, capacity constraints, and workload imbalances and communicate findings.
• Assist with work transitions, reassignments, and workload balancing.
• Maintain staffing information in scheduling tools, trackers, reports, and workforce planning systems.

Capacity, Utilization, and Analytics

• Prepare and analyze capacity, utilization, staffing, and availability reports for leadership.
• Track employee availability, chargeable hour projections, and scheduled commitments.
• Monitor schedule changes and ensure updates appear in reporting systems.
• Identify staffing, utilization, and resource availability trends and communicate insights.
• Support data validation to improve reporting accuracy and workforce visibility.
• Monitor forecasted workload, resource demand, and skill requirements.

Coordination and Communication

• Respond to routine scheduling inquiries from team members, managers, and engagement teams.
• Coordinate with U.S. and India Tax teams to gather staffing updates and resource needs.
• Build working relationships with U.S. and India leadership teams.
• Communicate staffing conflicts, priorities, workload balancing, and schedule changes.
• Escalate staffing concerns, scheduling issues, and capacity risks when appropriate.

Process and Administrative Support

• Follow established scheduling procedures, guidelines, and best practices.
• Maintain scheduling documentation, process materials, and training resources.
• Identify opportunities to improve scheduling efficiency, reporting quality, and data accuracy.
• Participate in meetings, scheduling calls, capacity reviews, and workforce planning discussions.
• 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.
• 2-4 years of experience in resource management, workforce planning, scheduling, professional services operations, project coordination, or a related discipline.
• Experience in a CPA firm, tax practice, public accounting, or professional services environment is preferred.
• Strong Excel and reporting skills, including pivot tables, data analysis, and report preparation.
• Experience with resource management, workforce planning, scheduling, ERP, or reporting platforms is required; Microsoft Dynamics or similar systems are preferred.
• Strong organization, critical thinking, communication, analytical, and follow-through skills are required.
• Ability to manage multiple priorities, deadlines, and changing business needs in a fast-paced environment.

Success Measures