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Tax Talent Alignment Manager

FORVIS
Dallas, TX Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/2/2025

Requisition Number2232997 Description & Requirements

As part of our Talent Alignment Group (TAG), the Talent Alignment Manager works closely with Managers and Partners to ensure engagements are staffed appropriately and enables our practices to leverage the right talent, on the right clients, at the right time. Our team strives for the efficient and effective deployment of our firm's talent with a strong focus on ensuring people are provided with opportunities to grow professionally while balancing the needs of the business and the firm's clients.

How you will contribute :

  • Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
  • Utilizing scheduling tools to forecast hours, track / manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed appropriately
  • Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions
  • Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting
  • Maintaining a solid understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required
  • Maintaining a strong pulse on current and future needs and capacity.
  • Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs
  • Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges
  • Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations)
  • Collaborating with peers to innovate, educate and promote consistent firm-wide resource management practices.
  • May serve as a manager or coach for lower-level resource management staff.

We are looking for people who have Forward Vision and :

  • Works effectively across multiple offices and with virtual teammates and can build strong relationships remotely
  • Adapts to change and is skilled in productively managing people's reaction to it; is a demonstrated change agent
  • A results-oriented mindset with the ability to be decisive and impartial
  • Ability to balance competing priorities, requests and needs of various stakeholders
  • Can "think on your feet" to problem solve issues Asks tough questions and holds people accountable in a way that maintains trust and respect
  • Can successfully operate in a fast-paced environment
  • Excellent organizational, time management, and written and verbal communication skills
  • Manages sensitive and confidential information with discretion and maintains confidentiality in interactions
  • Minimum Qualifications :

  • Bachelor's degree from an accredited institution
  • 5 years or more of experience in a similar role
  • Strong technical and analytical skills, including data management and manipulation capabilities
  • Strong proficiency with Microsoft Office applications with exceptional Excel skills
  • Experience in tax client service and / or tax resource management
  • Ability to work more than 40 hours a week, as needed
  • Some business travel expected
  • Preferred Qualifications :

  • 10 years or more of experience in a similar role
  • CPA license or Resource Management Certified Professional (RMCP)
  • LI-CHI, #LI-IND, #LI-CNH, #LI-KCMO, #LI-DFW

    LI-MM1

    With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

    We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

    About Forvis Mazars, LLP

    Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

    Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

    It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

    Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

    Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.

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