Tax Workforce Planning Manager

Colorado Railroad Museum; Oklahoma City (OK); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Education assistance

Referral program

Job summary

A leading professional services firm based in Oklahoma City is seeking a Tax Resource Management Manager. The role involves managing resource allocation for tax teams, overseeing staffing according to expertise and deadlines, and collaborating with leadership on seasonal hiring strategies. The ideal candidate will have at least 5 years’ experience in a CPA firm, strong analytical skills, and proficiency in workforce planning tools. A collaborative culture focused on employee well-being and career growth is emphasized.

Qualifications

• 5+ years of experience in a CPA firm with exposure to tax services.
• Experience supporting tax engagement staffing in a professional services environment.
• Resource Management Certified Professional (RMCP) preferred.

Responsibilities

• Manage resource allocation for tax teams across engagements.
• Oversee staffing based on availability and expertise.
• Forecast resource needs for busy seasons and off-cycles.

Skills

Analytical skills

Decision-making

Advanced Excel skills

Communication skills

Education

Associate's degree or higher in Business, Accounting, or related field

Tools

Workforce planning tools

Job description

Location: Oklahoma City, OK

Work Arrangement:In-office or Hybrid

Typical Day in the Life

The Tax Resource Management Manager is responsible for aligning tax talent with client and regulatory demands by overseeing capacity, utilization, and staffing across tax practices and regions. This role partners closely with Tax Practice Leaders to support profitable delivery during peak compliance cycles while balancing workload equity, professional development, and retention within the tax department. The position plays a critical role in optimizing tax engagement staffing to meet filing deadlines, manage seasonality, and support long-term growth of the tax practice.

• Manages end-to-end resource allocation for tax teams, including compliance, consulting, and specialty tax engagements.
• Oversees staffing of tax professionals to client engagements based on availability, technical tax expertise, filing deadlines, geographic requirements, and engagement budgets.
• Forecasts busy season and off-cycle resource needs, identifying hiring, contracting, or redeployment strategies aligned with tax utilization targets.
• Partners with Tax Practice Leaders and Regional Tax Leadership to advise on staffing strategy, seasonal demand, and capacity constraints.
• Supports Resource Management Senior Associates in resolving tax-specific scheduling conflicts and deadline compression.
• Identifies risks related to tax resource planning, including skill gaps and overtime exposure, and recommends mitigation strategies.
• Produces and interprets tax utilization and variance reports to support engagement economics and planning.
• Monitors workload equity across tax teams, including overtime, weekend work, and travel demands during busy season.
• Ensures consistency and compliance with tax resource management standards and engagement policies.
• Participates in tax staff evaluations to understand technical strengths and specialization for improved staffing decisions.
• Serves as manager or coach for Resource Management Senior Associates supporting the tax practice.
• Collaborates with Resource Management Leadership, Tax Leadership, Finance, HR, and Recruiting on tax workforce planning and seasonal hiring strategies.

Who You Are

• Associate's degree or higher in Business, Accounting, or a related field preferred.
• 5+ years of experience in a CPA firm with significant exposure to tax services.
• Demonstrated experience supporting tax engagement staffing or seasonal workforce planning in a professional services environment.
• Resource Management Certified Professional (RMCP) preferred.
• Strong analytical and decision-making skills with the ability to balance tax deadlines, utilization goals, and employee well-being.
• Understanding of tax practice structures, compliance cycles, and filing deadlines.
• Advanced Excel skills and proficiency with workforce planning and reporting tools.
• Ability to lead through influence and collaborate across multiple tax teams and geographic regions.
• Strong written and verbal communication skills, particularly in high-pressure busy season environments.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us onFacebook,Twitter,Instagram,LinkedInor ourAbout Uspage.

For extra assistance in your job search journey, explore—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

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