Tax Resource Management Senior Specialist

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 Resource Management Senior Specialist for Tax, you will serve as a

strategic advisor and operational leader, driving workforce planning,

utilization optimization and engagement delivery excellence. You’ll work closely

with Tax leadership to align staffing strategies with business goals, provide

actionable insights through data analytics, and influence decisions that impact

client delivery, profitability, and team development.

You will oversee complex staffing scenarios, lead initiatives that enhance

forecasting and reporting capabilities, and act as a subject matter expert in

resource management practices across the firm.

Job Responsibilities

• Lead the resource planning function for Tax engagements by driving proactive

staffing discussions, anticipating demand, and recommending strategic

staffing solutions aligned with business priorities

• Analyze and forecast resource capacity at both the engagement and portfolio

levels to identify utilization trends, future needs, and potential risks,

providing data-driven insights to leadership

• Advise practice leaders and engagement managers on workforce optimization,

balancing utilization targets, professional development goals, and client

service requirements

• Develop and manage enhanced reporting tools to track utilization, forecast

demand, and provide real-time visibility into staffing and capacity metrics

• Own system accuracy and data integrity for all resource management platforms,

partnering with IT and Operations to drive continuous system improvement

• Collaborate cross-functionally with HR, Talent Development, and Recruiting to

align workforce planning with hiring needs, onboarding, and succession

strategies

• Coach and mentor junior resource management team members, providing guidance

on scheduling best practices, system usage, and stakeholder communication

• Deep understanding of Tax engagement workflows, staffing models, and

operational priorities within a professional services setting

• Lead continuous improvement initiatives, identifying opportunities to enhance

efficiency, standardize processes, and increase the effectiveness of the

resource management function

• Contribute to strategic planning efforts, helping shape headcount forecasts,

utilization goals, and operational strategies for the Tax

• Serve as a trusted partner to leadership, providing recommendations that

improve engagement profitability, workload balance, and employee satisfaction

Requirements

• Minimum of 4 years’ experience in resource management, workforce planning, or

operations management within public accounting, consulting, or professional

services

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

related discipline

• Proven ability to influence and collaborate with senior leaders and

stakeholders in a matrixed environment

• Strong analytical and strategic thinking skills, with the ability to

interpret data and translate insights into actionable business

recommendations

• Proficiency in Microsoft Office Suite and resource management platforms

(e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar)

“Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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.

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/

[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.