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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in resource management, workforce planning, and capacity forecasting, with a strong focus on optimizing resource allocation and improving operational efficiency. Proficient in utilizing workforce management tools and methodologies to support strategic decision-making and enhance client service.
Highest-signal resume keywords
Resource Allocation ManagementWorkforce PlanningCapacity ForecastingAnalytical SkillsStakeholder Influence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Resource ManagementCapacity PlanningUtilization ManagementWorkforce ForecastingData Interpretation
Soft Skills
Communication SkillsProblem-Solving SkillsRelationship ManagementFacilitation Skills
Tools & Technologies
ProStaffPower BIWorkdayPractice EngineCCH Workflow
Certifications & Qualifications
Project Management Professional (PMP)Workforce Planning Certification
Industry Keywords
Tax Resource ManagementProfessional ServicesConsultingProject-Based EnvironmentOperational Efficiency
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Allocate resources based on skills, experience level, availability, timing, and engagement requirements.
- Partner with practice leaders, job managers, and resource pod leaders to balance workloads and align staffing with client commitments.
- Monitor capacity, utilization, leverage, scheduled-versus-actual performance, and forecast accuracy; identify risks, trends, and improvement opportunities.
- Resolve staffing conflicts, urgent resource needs, delays, and workload imbalances while communicating decisions and schedule changes effectively.
- Maintain accurate resource plans, schedules, open needs, placeholders, skills inventories, and workforce data across resource management systems.
- Lead recurring resource alignment meetings focused on supply and demand, staffing decisions, cross-utilization, forecasting, and workforce risks.
- Manage workforce forecasting and capacity planning to identify future demand, skills gaps, staffing requirements, and hiring needs.
- Coordinate cross-pod, onshore, offshore, outsourced, and integration-related staffing activities to optimize resource deployment.
- Oversee preparation pools and unassigned-work queues to ensure timely staffing and workload progression.
- Support adoption of workforce planning processes, reporting tools, resource management systems, and strategic workforce planning initiatives.
- Deliver accurate demand forecasts and workforce capacity plans.
- Improve utilization, leverage, visibility, and transparency into workforce decisions and resource allocation.
- Support client service, operational efficiency, and business growth.
Requirements
What you’ll need- Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
- 5+ years of experience in Tax resource management, workforce planning, project staffing, operations, or a related discipline.
- Experience managing resource allocation, capacity planning, utilization, and workforce forecasting.
- Strong analytical skills with the ability to interpret workforce, utilization, and operational performance data.
- Experience using workforce management, project management, scheduling, and reporting tools.
- Demonstrated ability to influence stakeholders, balance competing priorities, and resolve staffing conflicts.
- Strong communication, facilitation, relationship management, and problem-solving skills.
- Work Setup: Hybrid – Initial 2 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week.
- Work location is either at our Clark or Makati site.
- Experience in professional services, consulting, accounting, tax, audit, or another project-based environment.
- Experience with strategic workforce planning, skills inventory management, and capacity modeling.
- Experience with ProStaff, Power BI, Workday, Practice Engine, CCH Workflow, or similar workforce and reporting platforms.
- Knowledge of utilization, leverage, forecasting, demand planning, and workforce optimization methodologies.
- Project Management Professional (PMP), workforce planning certification, or related credential.
Benefits
Comp & perks- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
- Competitive compensation
- Continuous learning and advancement opportunities
- Collaborative culture
- Growth opportunities