Tax Resource Management - Senior Associate

Posted 4 Days Ago
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Senior level
Professional Services • Business Intelligence
The Role
Supports tax resource management through workforce planning, staff scheduling, workload and utilization monitoring, staffing coordination, stakeholder communication, and process improvement. Maintains accurate capacity and assignment data, coordinates across teams and time zones, tracks staffing requests and action items, escalates resource conflicts, and assists with improving resource management procedures and reporting accuracy.
Summary Generated by Built In

BPM Overview:

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. 

BPM India Advisory Service Private Limited - Formerly known as “Burr Pilger Mayer India Private Limited”. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. With 19 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.  

About the Role

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.

Key Responsibilities:

    Resource Planning & Allocation

    • 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.
    • Stakeholder Support

      • 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.
      • Process Improvement

        • 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.
        •  

Qualifications:

    Education

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

      • 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
      • Skills & Competencies

        • 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.

Skills Required

  • 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 a related field.
  • 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.
  • Ability to manage competing priorities independently, follow through on open items, and escalate issues appropriately.
  • Experience with professional services, consulting, accounting, or outsourcing organizations.
  • Experience with Tax Resource Management.
  • Familiarity with workforce planning, scheduling, or project management tools.

BPM LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BPM LLP and has not been reviewed or approved by BPM LLP.

  • Leave & Time Off Breadth — Policies include generous PTO, multiple firm holidays, and seasonal breaks, with unlimited PTO available for certain roles. Feedback suggests these options enhance overall value even in a demanding industry.
  • Healthcare Strength — Multiple medical, dental, and vision plan choices are offered with a strong employer-paid share, alongside HSA options and mental-health resources. Feedback suggests the breadth and depth of coverage are a core strength of the package.
  • Flexible Benefits — Flexible and remote/hybrid work options are emphasized, along with alternative schedules. Feedback suggests this flexibility is a meaningful component of total rewards.

BPM LLP Insights

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The Company
HQ: San Francisco, CA
1,033 Employees
Year Founded: 1986

What We Do

BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com

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