Tax Resource Manager

Forvis Mazars US; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Forvis Mazars, LLP in Indianapolis is seeking an experienced Talent Scheduling Analyst to align staffing with client needs and strategic goals. You will forecast hours, manage utilization, and partner with engagement teams to keep schedules accurate and insights actionable.

Ideal candidates have 5+ years in scheduling or analytics, strong Excel (VLOOKUP, pivot tables), and familiarity with AI tools to boost productivity. A Bachelor's degree and CPA/RMCP are preferred.

Qualifications

• 5+ years of relevant experience in scheduling or analytics.
• Strong Excel skills (VLOOKUP, pivot tables, formulas).
• Experience using AI tools to improve efficiency and data analysis.

Responsibilities

• Schedule talent to client assignments based on timing, travel, skills, and requirements.
• Forecast hours with scheduling tools and monitor utilization and headcount.
• Identify solutions to open needs and anticipate conflicts.
• Collaborate with engagement teams to maintain accurate schedules and reporting.
• Maintain knowledge of staff skills and career goals for optimal assignments.
• Monitor capacity and future needs, ensuring alignment with strategy.
• Analyze data trends on availability, utilization, and variance.
• Work with leaders to surface opportunities and performance concerns.
• Build relationships with client-facing personnel and internal teams.
• Promote firm-wide talent deployment and possibly coach junior staff.

Skills

Microsoft Excel

AI tools

Education

Bachelor's Degree

CPA or RMCP

Tools

Claude

Job description

Description & Requirements

The Talent Alignment Group (TAG) ensures talent strategies align with Forvis Mazars' vision, placing people at the heart of every initiative. Through collaboration and personalized support, they foster a culture where diverse perspectives thrive and innovation flourishes. By empowering employees to reach their full potential, they help build a workplace where careers grow and leadership is cultivated.

Description & Requirements

The Talent Alignment Group (TAG) ensures talent strategies align with Forvis Mazars' vision, placing people at the heart of every initiative. Through collaboration and personalized support, they foster a culture where diverse perspectives thrive and innovation flourishes. By empowering employees to reach their full potential, they help build a workplace where careers grow and leadership is cultivated.

What You Will Do

• 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

Minimum 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

Preferred Qualifications

• Bachelor's Degree
• Current and valid CPA or RMCP

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general e‑mail, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.