Workforce Excellence Manager, National Tax Operations jobs in United States
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BDO USA · 23 hours ago

Workforce Excellence Manager, National Tax Operations

BDO USA is a leading assurance, tax, and advisory services firm, and they are seeking a Workforce Excellence Manager for their National Tax Operations. This role involves overseeing staffing strategies, optimizing resource allocation, and collaborating with tax leadership to improve operational efficiency and professional development within the tax practice.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Drives effective and holistic staffing strategies that ensure efficiency in the firm’s professional services utilization with an emphasis on providing consistent, positive customer experience, operational efficiency, and process excellence
Manages and supports the monthly/annual scheduling process for the designated region
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
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
Meets regularly with assigned professionals to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff re: project and skill demand and possible opportunities
Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize production while minimizing time unassigned, but are also opportunistic for staff development
Leverages automation and new reporting platforms to provide visualizations and to promote transparency in resource skills and scheduling
Collaboratively engages other Resource Managers to encourage resource sharing across regions, groups, etc
Reviews and monitors reports, including but not limited to project hours materialization, productivity, pipeline, solution specific reporting, and backlog
Provides analysis around key metrics such as availability, production, and open seat status, and identifies issues and trends
Coordinates with Career Advisors to integrate new hires into engagement teams
Other duties as required
Supervises a Specialist (if applicable) aligned to the designated region
Serves as a Career advisor and/or mentor to Specialists within the team

Qualification

Business AdministrationOperations ManagementTax ManagementData AnalysisResource ManagementMicrosoft ExcelPowerBISmartsheetProject ManagementAnalytical SkillsLeadershipCommunication SkillsConflict Resolution

Required

Bachelor's degree, required; focus in Business Administration, Operations Management or Accounting, preferred, AND Five (5) or more years of experience in Business Administration, Operations Management or Accounting, required OR
High school diploma or equivalent and eight (8) or more years of experience in Business Administration, Operations Management or Accounting, required
Experience in drafting and creating effective internal and external written communication, required

Preferred

Experience in a professional services firm, preferred
Tax and/or Resource Management experience, preferred
Experience in developing, implementing, and maintaining tax processes, preferred
Experience in collecting, analyzing, and reporting metrics, preferred
Strong metrics-focused with the ability to use analytics to solve problems and develop solutions, preferred
CPA, preferred
PMP Certification, preferred
High proficiency in the use of Microsoft business products (Excel, PowerPoint, Word) including excellent data management and manipulation capabilities, preferred
Proficiency with PowerBI, preferred
Proficiency with Smartsheet, preferred
Proficiency with PeopleSoft and OneStream, or experience with similar corporate management software, preferred

Benefits

ESOP
Comprehensive compensation and Total Rewards benefits

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

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 Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Catherine Moy
Chief People Officer
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Cristin Boynton
Principal, Tax Automation & Innovation
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Company data provided by crunchbase