Resource & Operations Manager

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New York City, NY, USA
In-Office
Fintech • Financial Services
The Role

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 50 firms in the United States.
We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.
The Resource Manager in the tax department is responsible for the strategic planning and efficient allocation of resources across a team of 200 professionals. This role ensures optimal staffing for tax engagements across various industries, including international high-net-worth clients, real estate, and business services.Key Responsibilities:Resource Allocation: Assign team members to engagements based on skillset, availability, and client needs while balancing workloads across the department.Capacity Planning: Monitor staff capacity and forecast future resource needs, coordinating with leadership to align with business objectives.Engagement Coordination: Collaborate with industry leads to meet specialized client requirements, including international, high-net-worth, and real estate-specific tax engagements.Staff Development: Partner with managers to identify skill gaps, recommend training opportunities, and support career development to meet the department’s strategic goals.Efficiency and Utilization: Track and analyze utilization rates, ensuring efficient deployment of resources while maintaining high client service standards.Collaboration: Act as a liaison between the tax team, client service leaders, and HR to address resourcing challenges, hiring needs, and employee satisfaction.Technology Integration: Leverage resource management software and tools to streamline scheduling, reporting, and communication within the department.Skills and Qualifications:• Proven experience in resource or workforce management, preferably in a professional services or tax environment.• Strong organizational and analytical skills with the ability to balance competing priorities.• Excellent communication and interpersonal skills for collaboration with diverse teams and leadership.• Familiarity with tax industry demands and nuances, particularly in specialized sectors like international high-net-worth clients, real estate, and business services.• Proficiency in resource management tools and systems.This role is critical in supporting the department’s operational excellence, driving efficiency, and ensuring high-quality client service delivery.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

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The Company
HQ: Miami, FL
364 Employees
Year Founded: 1980

What We Do

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning. Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation. Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America. We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best"​ CPA firms in America 19 times. For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com

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