Tax Resource Management Specialist

Reposted 5 Days Ago
Be an Early Applicant
10 Locations
In-Office
64K-100K Annually
Junior
Financial Services
The Role
As a Tax Resource Management Specialist, you will manage staffing for Tax engagements, optimize resource planning, and support client delivery while collaborating with various leaders and teams.
Summary Generated by Built In

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career.

At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

As a Tax Resource Management Specialist, you will play a key role in driving efficient resource planning, optimizing utilization, and enabling successful client delivery across the Tax. You’ll serve as a strategic partner to practice leadership, analyzing capacity, forecasting needs, and proactively recommending staffing solutions to balance workloads and maximize operational efficiency.

 

Job Responsibilities

  • Conduct the coordination and execution of staffing for Tax engagements, aligning staff skills, experience, and availability with client and engagement requirements

  • Partner with leadership to forecast resource demand, identify capacity gaps, and recommend strategies for optimal staffing and utilization

  • Maintain and enhance staffing and scheduling systems to ensure real-time accuracy and visibility into team availability and allocation

  • Monitor utilization and project timelines, providing analysis and actionable insights to prevent bottlenecks and ensure timely project delivery

  • Serve as a central point of contact for staffing updates, communicating proactively with leaders, engagement managers, and team members regarding scheduling changes and priorities

  • Collaborate with HR, Talent Development, and leadership to support workforce planning, onboarding, and skill development initiatives

  • Contribute to continuous improvement efforts by identifying trends, streamlining resource management processes, and leveraging data to drive operational decisions

  • Balance multiple assignments and priorities with precision, demonstrating strong analytical thinking and a proactive, solution-oriented approach in a fast-paced environment

  • Demonstrated ability to analyze data, identify trends, and provide recommendations that improve utilization and business performance

Requirements

  • Minimum of 2 years’ experience in resource management, workforce planning, or project operations within public accounting, consulting, or professional services

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline

  • Strong understanding of Tax engagement lifecycles, staffing models, and operational processes within a professional services environment

  • Competence in Microsoft Office Suite

  

Preferred Qualifications

  • Experience with resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar)

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

  

Certain states require us to disclose the pay range and benefits summary for job openings. For Northern California residents, the compensation range for this position: $73,500-$99,500. For Washington residents: the compensation range for this position: $70,300-$95,100. For Southern California residents, the compensation range for this position: $70,300-$95,100. For Colorado residents, the compensation range for this position: $63,900-$86,500. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

  

Armanino has a robust offering of benefits, including: 

  • Medical, dental, vision

  • Generous PTO plan and paid sick time

  • Flexible work arrangements

  • 401K with Profit Sharing

  • Wellness program

  • Generous parental leave

  • 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Top Skills

Cch Axcess Workflow
Dayshape
Microsoft Office Suite
Workday
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The Company
HQ: San Ramon, CA
2,706 Employees
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year.

We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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