Tax Deployment Manager

Baker Tilly US; Houston (TX); On-site; USD 84,000 - 135,000; Full time

Job summary

Baker Tilly US is seeking a Tax Deployment Manager in Houston, TX to support onboarding and transitions across the Tax service line. You will coordinate staffing, align talent to projects, and improve operational efficiency with practice leaders and delivery stakeholders.

The role emphasizes proactive workforce planning, hiring strategy support, and seamless onboarding to enhance client delivery outcomes. Strong communication and Excel proficiency are essential.

Qualifications

• Bachelor’s degree or 9 years of relevant experience.
• 5+ years of related experience in a professional services firm.
• Certifications such as PMP or RMCP preferred.
• Strong written and verbal communication skills.
• Ability to manage competing priorities and maintain discretion.
• Proficiency with Microsoft Excel.

Responsibilities

• Manage and execute resource management process for assigned population.
• Schedule 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 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

Skills

Resource management

Scheduling

Communication

Leadership

Attention to detail

Teamwork

Discretion

Education

Bachelor’s degree or 9 years of relevant experience

PMP certification

RMCP certification

Tools

Excel

Microsoft Office

Job description

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. 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.

Job Description

The Tax Deployment Manager will play a critical role in supporting the growth and scalability of onboarding and transitions operations across the Tax service line. This position will act as the central point of coordination for staffing and deployment activities across new and transitioning projects, partnering closely with practice leaders, other Resource Managers, and delivery stakeholders to ensure the right talent is aligned to project needs at the right time. The role will provide proactive visibility into pipeline demand, support workforce planning and hiring strategies, and drive seamless onboarding and transition execution to enhance operational efficiency and client delivery outcomes.

Responsibilities

• 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 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

Qualifications

• Bachelor’s degree or 9 years of relevant experience in lieu of
• 5+ years of related experience required, preferably within a professional services firm
• Relevant certifications (e.g., PMP, RMCP) preferred
• 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)

The pay range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

The national pay range is $84,000 to $135,000