Tax Resource Management - Senior Associate

BPM LLP; Karnataka; On-site; INR 900,000 - 1,400,000; Full time

Job summary

BPM LLP is seeking a Senior Associate in Tax Resource Management to drive workforce planning, staffing, and utilization for client engagements. You will collaborate with Resource Managers, Engagement Managers, and Partners to align resources with workload and development goals.

The role emphasizes analytical, collaborative, and process-improvement capabilities within a professional services environment, with exposure to global teams and multiple time zones.

Qualifications

• Bachelor's degree in Business Administration, Commerce, Management, Human Resources, Finance, or a related field.
• 3–5 years of experience in Resource Management, Workforce Planning, Project Coordination, Operations, HR Analytics, or related fields.
• Experience with Tax Resource Management preferred

Responsibilities

• Resource Planning & Allocation: Assist Tax RM Manager with daily staffing and scheduling activities; monitor workloads; coordinate staffing requests; maintain accurate staffing data.
• Stakeholder Support: Coordinate with Tax RM Manager and Engagement Managers; act as point of contact for teams; manage cross-time-zone handoffs.
• Process Improvement: Support initiatives to improve staffing processes and reporting accuracy; document procedures and best practices.

Skills

Analytical thinking

Organizational skills

Communication skills

Stakeholder management

Attention to detail

Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

BPM Overview:

What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. BPM stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it. We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

BPM India Advisory Service Private Limited - Formerly known as “Burr Pilger Mayer India Private Limited”. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 50 in the country. With 19 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.

About the Role

The Tax Resource Management Senior Associate plays a key role in the day-to‑day execution of RM activities, including: workforce planning, staff scheduling, and utilization management. This role works closely with Resource Managers, Engagement Managers, Partners, Directors, and engagement teams to maintain accurate resources information and ensure resources are aligned with business needs, workload demands, and employee development objectives.

This is an excellent opportunity for an organized, analytical, and collaborative professional interested in workforce planning, operational excellence, and resource optimization within a professional services environment.

Key Responsibilities:

Resource Planning & Allocation

• Assist Tax RM Manager with daily staffing and scheduling activities
• Monitor staff workloads and identify potential overutilization or underutilization concerns
• Coordinate staffing requests and communicate assignments to stakeholders
• Maintain accurate and timely staffing, capacity and assignment information within the designated RM processes and tools
• Follow staffing requests and assignments through to completion and proactively escape conflicts, capacity constraints and unresolved requests to the Tax RM manager

Stakeholder Support

• Partner with Tax RM Manager and Engagement Managers to understand upcoming staffing needs
• Serve as point of contact for engagement teams and Resource Management for routine questions and requests
• Coordinate across US and BGLR teams, managing handoffs and priorities across time zones
• Participate in staffing meetings and document action items and staffing decisions and manage action items through completion
• Provide timely updates regarding resource availability and scheduling changes

Process Improvement

• Support initiatives focused on improving staffing processes and reporting accuracy
• Identify opportunities to streamline workforce management activities
• Assist in documenting resource management procedures and best practices

Qualifications:

Education

• Bachelor's degree in Business Administration, Commerce, Management, Human Resources, Finance, or a related field

Experience

• 3 to 5 years of experience in Resource Management, Workforce Planning, Project Coordination, Operations, HR Analytics, or related fields
• Experience with professional services, consulting, accounting, or outsourcing organizations is preferred
• Experience with Tax Resource Management preferred

Skills & Competencies

• Strong analytical and problem-solving skills
• Excellent organizational and time management abilities
• Strong verbal and written communication skills
• Ability to work effectively with multiple stakeholders
• High attention to detail and data accuracy
• Proficiency in Microsoft Excel, including PivotTables, formulas, and reporting
• Familiarity with workforce planning, scheduling, or project management tools is preferred
• Ability to manage competing priorities independently, follow through on open items and elevate issues timely and appropriately

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.