Job Description
Job description
Job Summary
JOB DESCRIPTION
The Workforce Excellence Specialist, National Tax Operations (NTO) is responsible for overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Specialist, National Tax Operations, partners with Regional Tax leadership and National counterparts. The Workforce Excellence Specialist, National Tax Operations will successfully drive processes and improvement across the disciplines to achieve significant impact. The individual should have experience in the delivery of high impact projects. The Workforce Excellence Specialist, National Tax Operations works at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. The Workforce Excellence Specialist, National Tax Operations should possess knowledge of resource allocation and ideally have experience in a similar industry.
Job Duties
• 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
Education
Qualifications, Knowledge, Skills and Abilities:
• 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
• Experience in drafting and creating effective internal and external written communication, required
• Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred
• Experience in developing, implementing, and maintaining tax processes, preferred
• Experience in collecting, analyzing, and reporting metrics, preferred
License/Certifications
• PMP Certification, preferred
Software
• 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
Other Knowledge, Skills & Abilities
• 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
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $75,000 - $90,000
Maryland Range: $75,000 - $90,000
NYC/Long Island/Westchester Range: $75,000 - $90,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Job Summary
JOB DESCRIPTION
The Workforce Excellence Specialist, National Tax Operations (NTO) is responsible for overseeing the schedule and talent deployment process while balancing the vision, mission, and strategy of the consolidated tax practice. The Workforce Excellence Specialist, National Tax Operations, partners with Regional Tax leadership and National counterparts. The Workforce Excellence Specialist, National Tax Operations will successfully drive processes and improvement across the disciplines to achieve significant impact. The individual should have experience in the delivery of high impact projects. The Workforce Excellence Specialist, National Tax Operations works at all levels of the organization to take challenging, ambiguous, or visionary concepts, and turn them into well scoped projects and deliver successful process improvement results in a time efficient manner. The Workforce Excellence Specialist, National Tax Operations should possess knowledge of resource allocation and ideally have experience in a similar industry.
Job Duties
• 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
Education
Qualifications, Knowledge, Skills and Abilities:
• 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
• Experience in drafting and creating effective internal and external written communication, required
• Resource management experience in a professional services firm (i.e., public accounting, law firm, etc.), preferred
• Experience in developing, implementing, and maintaining tax processes, preferred
• Experience in collecting, analyzing, and reporting metrics, preferred
License/Certifications
• PMP Certification, preferred
Software
• 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
Other Knowledge, Skills & Abilities
• 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
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $75,000 - $90,000
Maryland Range: $75,000 - $90,000
NYC/Long Island/Westchester Range: $75,000 - $90,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
💡 Quick Summary
Seeking a career-building opportunity? The Workforce Excellence Specialist, National Tax Operations position is now open for candidates interested in the Admin Executive sector. This role in Melville offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
