Deployment Manager Tax

Baker Tilly US; Tewksbury (MA); On-site; USD 92,000 - 176,000; Full time

Job summary

Baker Tilly US is seeking a Deployment Manager for its Tewksbury office. This mid-senior level position oversees resource management and strategic support across business units, focusing on aligning talent with project needs. The ideal candidate will have strong organizational skills, a Bachelor's degree, and extensive experience in professional services, with a drive for excellence in client service.

Qualifications

• Minimum of 5+ years of related experience in a professional services firm.
• Ability to manage competing priorities and work across levels.
• Excellent written and verbal communication skills.

Responsibilities

• Oversee resource planning, allocation, and utilization.
• Facilitate client assignment scheduling based on team skills and capacity.
• Conduct forecasting and allocation processes, ensuring optimal project staffing.

Skills

Communication

Organization

Analytical Skills

Attention to Detail

Integrity

Education

Bachelor’s Degree from an accredited college or university

Tools

Microsoft Office Suite

Power BI

Job description

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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.

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

The Deployment Manager oversees resource planning, allocation, and utilization to ensure optimal alignment of talent with business needs. Deployment Managers act as strategic advisors to their respective business units, providing guidance and support to ensure that resource management aligns with the overall business strategy.

Responsibilities

• Forecasting
• Conduct the regular (e.g., annual) forecasting process, including comparing current year schedules to prior year actuals and project budgets, engaging with Delivery Managers as needed to ensure the accuracy of scheduled information for recurring projects.
• Create initial proposals of projected charge hours, finalize forecasting hours with Delivery Teams, update validated hours in the scheduling system, and validate forecasting hours on a frequent basis.
• Project and Resource Allocation
• Oversee the assignment process for all team member levels, including Complementary Workforce such as BT Pie, by aligning resources with project requirements and other considerations, including budgets, leverage model, and team member skill sets and experiences.
• Facilitate the scheduling of resources to appropriate client assignments based on timing, capacity, levels, skills, and other necessary requirements.
• Oversee the overall engagement and project allocation process, including new or recurring projects.
• Support team members, People Managers, Service Line Team Leaders, and Project Principals in Charge (PPIC) with resource planning and allocation.
• Collaborate with other Deployment Managers across different business units to ensure the optimal allocation and cross-utilization of resources, working together to comprehensively assess supply and demand across the business.
• Understand the skills, experiences, and career goals of professional staff to ensure optimal alignment of client assignments and coordinate the management of the skills inventory for the service line to identify skills gaps or nuances within teams.
• Confirm required changes of ongoing schedules with Delivery Managers and update the scheduling system accordingly.
• Oversee the day-to-day activities of respective Deployment Specialists, delegate relevant tasks, resolve scheduling conflicts, and handle any escalations from Deployment Specialists or the practice.
• Advise team members, People Managers, Service Line Team Leaders, and Project Principals on how to follow resource management guidelines to ensure the optimal utilization of resources.
• Attend and prepare for Weekly SL RM Calls to discuss deployment and align on upcoming projects, resourcing needs, and remediate issues alongside RM SL Deployment Leads, RM Champions, Delivery Principals, and Delivery Managers.
• Prepare content related to the latest project pipeline of in-flight, sold, and upcoming projects ahead of Weekly SL RM calls and Internal SL RM Connects.
• Attend Internal SL RM Connect meetings to work with RM SL Deployment Leads to identify cross-sharing opportunities, resourcing needs of new projects, and align on mitigation plans for identified resource management challenges.
• Participate in calibration meetings and discussions with Managing Principals, HR Business Partners, and Team Leaders to ensure accurate performance evaluations and feedback and address issues related to performance or hard-to-staff team members.
• Utilization Management
• Use scheduling tools to forecast hours, track utilization, and monitor overall headcount and chargeable hours to ensure work is fairly distributed.
• Proactively communicate resource availability and project status with Project Principals and Delivery Managers, including ad hoc follow-ups, to ensure that the population is effectively utilized.
• Work with Delivery Managers and team members to understand and investigate discrepancies between scheduled time and actual time billed.
• Review utilization rates of team members within assigned service lines.
• Work with team members to address and remediate identified utilization variance (e.g., locating chargeable work, facilitating cross-utilization, reassigning underutilized team members to projects that require additional support, etc.)
• Escalate utilization variance to People Managers when a team member fails to provide rationale for their variance upon follow-up from Offshore Resource Management.
• Work with team members and their respective People Managers to develop action plans to remediate utilization variance.
• Business Relationship Management
• Develop and maintain strong relationships with team members of all levels.
• Act as the main contact for assigned team members on Resource Management questions and issues regarding individual and team utilization, scheduling, timesheets, project leverage, team member availability, etc.
• Provide consistent interactions with the business by driving standardized Resource Management processes with team members.
• In coordination with RM Regional / Practice Deployment Managers and Service Line Deployment Leads, determine the appropriate cadence to meet regularly with respective Team Leader, Managing Principal, and Practice Leader level stakeholders to review and enhance resource management strategies for respective business units and deliver leadership reporting.
• Reporting and Insights
• Ensure staff profiles and schedules are accurately maintained in the scheduling database, delegating required changes to Deployment Specialists.
• Generate and analyze resource management reports, including availability reports, billable hour forecasts, and actual vs. scheduled variance data for the respective business units they support.
  
  

Other Responsibilities

• Assist the appropriate RM Regional / Practice Deployment Managers in all function-related Resource Management responsibilities.
• Provide regular region and / or practice specific updates to their respective RM Regional / Practice Deployment Manager.
• Escalate utilization variances and other issues to the respective RM Regional / Practice Deployment Manager as they are identified.
• Collaborate with the Talent Management, Talent Acquisition, Learning & Development, Operations, and People Solutions teams to plan for and address flexible work arrangements, performance management, and hiring and onboarding processes, ensuring comprehensive support for internal clients (i.e., team members).
• Partner with the People Managers of respective Deployment Specialists to support their development and career growth.
• Assist ad hoc internal Resource Management projects.
  
  

Qualifications

• Bachelor’s Degree from an accredited college or university
• A minimum of 5+ years of related experience, preferably within 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) and data analytics tools, such as Power BI.
  
  

The compensation range for this role is $92,580 to $175,530. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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