Senior Associate, Resource Management
Baker Tilly Advisory Group, LP

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Responsibilities
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an Senior Resource Management Associate to join our growing Tax team.

As one of the fastest-growing firms in the nation, BT has the ability to offer you an upward career trajectory, flexibility in how and where you get your work done, meaningful relationships with clients and teammates and leadership who truly care about you and your development.

What you will do:

• Manage and execute resource management process for assigned population
  
  • Facilitate scheduling of resources to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
    
  • Drive scheduling process to prepare for future deadlines; balance capacity with open needs and proposing solutions to maximize utilization and drive profitability
    
  • Use scheduling tools to forecast hours, track utilization, and monitor overall headcount
    
  • Facilitate meetings with managers and Partners on a weekly basis, providing updates as needed
    
  • Ensure staff profiles and schedules are accurately maintained in the scheduling database; making necessary changes on a recurring basis
    
  • Generate and analyze resource management reports, including availability reports, billable hour forecasts and actual vs scheduled variance data
    
  • Monitor chargeable hours, overtime, and travel to ensure work is fairly distributed
    
  • Drive consistency by implementing resource management processes and teaming with personnel to ensure compliance
    

• Build relationships with client serving personnel at all levels through effective communications and a high degree of professionalism
  
  • Gain understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments
    
  • Proactively communicate with Managers, Partners and industry leaders to ensure population is effectively utilized
    
  • Facilitate the resolution of conflicting assignments and flag availability of staff to ensure engagements are staffed appropriately
    
  • Field scheduling questions, tailoring responses based as needed; elevating to Manager of Resource Management when necessary
    

• Collaborate across Firm functions and within internal team
  
  • Liaise with resource managers across other business units for effective and efficient allocation of resources
    
  • Support strategic resource management projects and initiatives throughout the year
    
  • Coordinate with the human resource and recruiting teams on the hiring and on-boarding of campus and experienced hire talent, including intern programs
    
  • Participation in semi-annual and annual performance calibration meetings for professional staff
    

• Bachelor's Degree from an accredited college or university
  
• A minimum of 2+ years of related experience, preferably within a professional services Firm
  
• The desire to learn about the operations of a professional services firm
  
• Interest in connecting with others and helping drive forward the strategic vision of resource management
  
• The ability to work effectively both independently and as part a team across all levels of the Firm
  
• Excellent written and verbal communication skills
  
• Integrity within a professional environment
  
• Professional demeanor and ability to handle confidential matters with discretion
  
• Ability to manage through competing priorities
  
• Strong organization skills and attention to detail
  
• Ability to provide exceptional client service and exhibit a sense of urgency, commitment to quality and the timely completion of duties
  
• Demonstrated level of technical proficiency in Microsoft Office Suite (specifically Excel)