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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial and operational metrics within public accounting, with a strong focus on project management, analytical skills, and effective communication. Capable of collaborating with senior leaders and managing confidential information while driving operational improvements.
Highest-signal resume keywords
Public Accounting ExperienceFinancial Metrics AnalysisProject ManagementMicrosoft 365 ProficiencyCPA or EA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisOperational MetricsBudget ManagementBilling ManagementWork In Process (WIP)Utilization MetricsCapacity PlanningChange ManagementResource ManagementMerger Integration
Soft Skills
Analytical SkillsOrganizational SkillsCommunication SkillsInfluencing SkillsFollow-Through Skills
Tools & Technologies
Microsoft CopilotAI ToolsFinancial DashboardsOperational Dashboards
Certifications & Qualifications
CPAEA
Industry Keywords
Public AccountingTax ManagementProfessional ServicesPractice OperationsWorkforce Strategy
About the role
Key responsibilities & impact- Serve as the embedded operational business partner to an assigned Tax Practice Area Leader
- Monitor key operating and financial measures, including time entry, billing, work in process, accounts receivable, realization, write-downs, utilization, leverage, capacity, and budget performance
- Translate dashboards and reporting into priorities, recommendations, and documented follow-up
- Conduct first- and second-level follow-up on operational expectations, identify barriers, coordinate assistance, track commitments, and escalate issues
- Coach partners and Project Delivery Leads on administrative and operational expectations
- Maintain a weekly operating cadence with the Practice Area Leader and provide office- or cluster-level reporting and feedback
- Coordinate with Resource Management on workforce strategy, scheduling, capacity, leverage, and staffing issues
- Partner with Billing Operations, Finance, Practice Support, Learning & Development, Marketing, Communications, merger integration teams, and other shared services
- Support merger integration, onboarding, leave and return-to-work visibility, employee support plans, and other operational priorities
- Organize and support the Practice Area Leader’s communication rhythm, including partner and team meetings
- Identify training, process, and service needs and coordinate improvements
- Use Microsoft Copilot and approved AI tools to improve analysis, communication, follow-up, workflow efficiency, and agent-enabled processes
- Handle confidential personnel, financial, client, and practice information
- Collaborate with other Practice Area Managers to promote consistent standards
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business, or a related discipline, or equivalent relevant experience
- Minimum of 6 years of public accounting or comparable professional services experience, including experience at the Tax Manager level or above
- Working knowledge of public accounting economics and operating metrics, including billing, WIP, realization, write-downs, AR, utilization, leverage, capacity, and budgets
- Ability to work credibly with partners and senior leaders, influence without direct authority, and address sensitive issues professionally
- Strong analytical, organizational, project management, communication, and follow-through skills
- Proficiency with Microsoft 365, financial and operational dashboards, and approved AI tools, including Microsoft Copilot; ability to learn or develop agent-enabled workflows
- Ability to manage confidential information and exercise sound judgment
- Preferred: CPA, EA, or other relevant professional credential
- Preferred: Experience as a Tax Senior Manager, Tax Director, Tax Managing Director, or equivalent
- Preferred: Experience in practice operations, workforce planning, resource management, change management, project management, merger integration, or partner transitions
- Preferred: Experience working across multiple offices, geographies, shared service teams, or acquired practices
Benefits
Comp & perks- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules
- Community of resources to support ideas, build skills, and expand professional networks
