Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

The Senior Specialist, Deployment Tax executes all team-related deployment responsibilities, including resource scheduling and data maintenance within resource management tools and systems. Deployment Specialists assist Deployment Managers with the preparation and compilation of weekly, monthly, and ad hoc resource management reporting.

Staffing and Resource Allocation

• Facilitate the scheduling process of team members across all levels in a timely manner based on timing, travel, levels, skills, and other necessary requirements, while balancing capacity with open needs and proposing solutions to maximize utilization and drive profitability.

• Work with Deployment Managers to facilitate the resource allocation process across all team member levels, including utilization of relevant Complementary Workforce personnel such as BT Pie and collaboration with Deployment Managers across different business units to ensure the optimal allocation and cross-utilization of resources.

• Identify potential resource allocation conflicts and resolve them with appropriate solutions, escalating any complex circumstances to respective Deployment Managers, when needed.

• Partners with Deployment Managers as they receive questions from team members regarding resource management matters, including individual and team utilization, engagement scheduling, project leverage, team member availability, etc.

• Develop an understanding of the skills, experiences, and career goals of professional staff to enable optimal client assignments.

• Assist Deployment Managers in preparing content related to the latest project pipeline of in-flight, sold, and upcoming projects, ahead of Weekly SL RM calls and Internal SL RM Connects.

• Participate in Weekly SL RM Calls, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance.

• Participate in Internal SL RM Connects, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance.

• Reporting and Insights

• Regularly manage and update staff data within relevant systems, focusing on tactical adjustments to maintain accurate schedules and utilization of team members.

• Generate and analyze Resource Management reports, including availability reports, billable hour forecasts, and actual vs. scheduled variance data.

• Utilization Management

• Use scheduling tools to forecast hours, track utilization, and monitor overall headcount, chargeable hours, overtime, and travel to ensure work is fairly distributed.

• Identify utilization concerns or shortfalls of team members within assigned service lines by flagging variances from reports and handling any ad hoc administrative responsibilities, escalating issues to Deployment Managers.

• Collaborate with Delivery Managers and team members to understand discrepancies between scheduled time and actual time billed.

• Work with Deployment Managers to escalate utilization variance to People Managers if a team member fails to provide rationale for their variance

• Training and Development

• Learn and develop from direct on-the-job coaching and mentoring by Deployment Managers and participate in firmwide learning and development programs.

• Develop an understanding of how resource allocation decisions impact the economic aspects, (i.e., profitability and financial reporting) of the professionals assigned, while also grasping how business concepts like bill rates, leverage, and realization interact with and support overall business success.

• Provide system training for team members across all staff levels, including training on key Resource Management systems for new hires and introduction of new system / technology for existing team members.

• Business Relationship Building and Communication

• Utilize entrepreneurial skills to network and build strong relationships internally with team members within Resource Management, as well as team members across all levels in the business.

• Other

• Escalate day-to-day Resource Management issues / questions to their respective Deployment Managers.

• Collaborate with Deployment Managers and other teams such as Talent Management, Talent Attraction, Learning & Development, and Operations to plan for and address flexible work arrangements, performance management, and workforce planning.

• Serve as an informal Resource Management buddy for new hires, helping their transition and providing Resource Management-related support during their onboarding.

• Assist in ad hoc internal Resource Management projects.

Qualifications

• A minimum of 2 years of related experience, preferably within a professional services Firm

• The desire to learn about the operations of a professional services firm

• Interest in connecting with others and helping drive forward the strategic vision of resource management

• The ability to work effectively both independently and as part a team across all levels of the Firm

• Excellent written and verbal communication skills

• Integrity within a professional environment

• Professional demeanor and ability to handle confidential matters with discretion

• Ability to manage through competing priorities

• Strong organization skills and attention to detail

• Ability to provide exceptional client service and exhibit a sense of urgency, commitment to quality and the timely completion of duties

• Demonstrated level of technical proficiency in Microsoft Office Suite (specifically Excel)

The compensation range for this role is $67,060 to $145,310. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Salary : $67,060 - $145,310