Strategic Talent & Resource Planner

Forvis Mazars, LLP; Memphis (TN); On-site; USD 90,000 - 130,000; Full time

Job summary

Forvis Mazars, LLP seeks a Tax Resource Manager to optimize talent deployment across client projects. You will schedule talent, forecast hours, monitor utilization, and collaborate with engagement teams to keep data current.

This role requires 5+ years of experience, advanced Excel skills, and AI tooling experience. A CPA or RMCP is preferred. The firm offers a robust rewards program and opportunities for growth.

Qualifications

• 5+ years of relevant experience.
• Proficient in Microsoft Office Suite including efficiency and knowledge in Microsoft Excel, including VLOOKUP, pivot tables, formulas, and Claude.
• Experience and knowledge using AI tools to improve efficiency, support data analysis, and enhance productivity.

Responsibilities

• Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager
• Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed
• Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions
• Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting
• Maintaining an understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required
• Maintaining a strong pulse on current and future needs and capacity.
• Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs
• Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges
• Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations)
• Works together with peers to innovate, educate and promote consistent firm‑wide talent deployment
• May serve as a manager or coach for lower-level staff

Skills

AI tools experience

Data analysis

Education

Bachelor's Degree

CPA or RMCP

Tools

Microsoft Excel

Claude

Job description

Forvis Mazars, LLP seeks a Tax Resource Manager to optimize talent deployment across client projects. You will schedule talent, forecast hours, monitor utilization, and collaborate with engagement teams to keep data current.

This role requires 5+ years of experience, advanced Excel skills, and AI tooling experience. A CPA or RMCP is preferred. The firm offers a robust rewards program and opportunities for growth.