BDO USA · 2 weeks ago
Workforce Excellence Specialist, National Tax Operations
Costa Mesa, CA
Full-time
Onsite
Entry, Mid Level
$75K/yr - $90K/yr
2+ years expBDO USA is a leading professional services firm, and they are seeking a Workforce Excellence Specialist for their National Tax Operations team. The role involves overseeing staffing and resource allocation, driving process improvements, and collaborating with tax leaders to optimize operational efficiency.
AccountingConsultingFinancial Services
Responsibilities
Optimizes utilization across the assigned practitioner population by making staffing decisions in support of the deployment strategy for the business or practice area
Leads all activities related to resource planning and allocation ensuring staff are assigned to projects in a timely manner based on their skills, previous experience, availability, and project budget
Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization; emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence
Identifies opportunities to optimize resourcing, drives process changes, and implements best practices regionally; leads, supports, or champions initiatives (as needed) with a focus on effective workload balancing, scheduling, and professional development
Supports the execution of the operational strategy, objectives, KPIs, and roadmap for Tax
Serves as a trusted advisor to tax leaders, collaborating to identify issues and execute action plans as well as make recommendations for targeted hiring of professionals with project-appropriate qualifications
Supports project managers in ongoing efforts including remedies addressing employee overutilization, uneven workload, or overtime such as reallocating resources, adjusting goals or requirements, or assigning new people to the team. Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing bench but are also opportunistic for staff development
Proactively reviews staffing data for assigned population and develops meaningful insights on trends, forecast, opportunities for improvement, and areas of concern
Leverages automation and reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling
Collaboratively engages with various counterparts to encourage resource sharing across markets, geos, etc
Reviews and monitors reports, including but not limited to utilization reporting, pipeline, solution specific reporting, and backlog
Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends
Other duties as required
Qualification
Required
Associate's degree, required; AND two (2) or more years of experience in Business Administration, Operations Management, or Accounting, required; OR High School Diploma/GED AND four (4) more years of experience in Business Administration, Operations Management, or Accounting, required
Experience in drafting and creating effective internal and external written communication, required
Strong critical thinking, analysis, and problem-solving skills
Strong conflict resolution skills, including the abilities to negotiate and influence others
Strong metrics-focus with the ability to use analytics to solve problems and develop solutions
Strong written and verbal communication skills
Ability to manage and resolve complex and sensitive situations
Ability to work both independently and collaboratively with large teams
Ability to manage upwards and drive results
Ability to lead multiple, high-profile, and complex projects with various top-level stakeholders
Ability to maintain confidentiality while balancing the needs of the business
Ability to build rapport and gain trust with all levels of personnel at BDO
Analytical and diagnostic skills
Ability to successfully multi-task while working independently or within a group environment
Able to work within a deadline-driven environment
Solid organizational skills with the ability to meet project deadlines with a focus on details and quality
Ability to adapt communication style to successfully convey messages and objectives to a diverse audience
Preferred
Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.)
Experience in developing, implementing, and maintaining tax processes
Experience in collecting, analyzing, and reporting metrics
PMP Certification
High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities
Proficiency with PowerBI
Proficiency with Smartsheet
Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
Recent News
2026-01-20
International Accounting Bulletin
2026-01-12
2025-12-09
Company data provided by crunchbase