Tax Resource Manager Role Overview


The Tax Resource Manager is responsible for assigning the right resource to the right client at the right time, while balancing and optimizing employee growth, client results, and business metrics. He/she will anticipate needs and work with Partners, MDs, and Project Managers to ensure open seats are filled and bench is minimized in order to maximize utilization and minimize past due open seats. He/she will have deep knowledge of the skills of the resources in his/her area as well as the skills required by projects in his/her area. He/she will meet with staff regularly to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff re: project and skill demand and possible opportunities. He/she must anticipate project conflicts and identify alternatives to resolve conflicts as well as be opportunistic in managing the bench. He/she must build strong relationships with Partners, Project Managers, and MDs by providing excellent client service. He/she must build a strong relationship with his/her Regional Tax Practice Leader and National Tax Business Line Leaders. He/she must prepare and analyze resource data for his/her area in order to identify issues and trends and maintain a constant pulse on the current and future shortages and surpluses in his/her area. He/she is also responsible for the data management of his/her area.

Core Responsibilities:

  • Provides analysis around key metrics such as availability, utilization, and open seat status and identifies issues and trends.
  • Works with Partners, MDs, and Project Managers to identify and define open needs and identify staff to fulfill those needs.
  • Anticipates potential staffing conflicts and proactively manages conflicts by surfacing creative alternatives that maximize utilization while minimizing bench but are also opportunistic for staff development.
  • Actively manages bench and works with Partners, MDs, and Project Managers to identify possible opportunities for bench resources as well as college hires and interns. Also, serves as primary point of contact for unassigned staff within area.
  • Meets regularly with staff to ensure he/she understands their growth needs and project preferences as well as to set expectations with his/her staff regarding project and skill demand and possible opportunities.
  • Acquires and maintains deep knowledge of skills of staff within area as well as skills needed for projects in area.
  • Helps to integrate new hires into project teams.
  • Maintains a steady pulse on shortages and surpluses in area.
  • Collaboratively engages with Capacity and Resource Management team to encourage resource sharing across regions, TBLs, etc.
  • Identifies needs that cannot be fulfilled by upcoming supply and works closely with Regional/National Capacity Manager and Recruiting to ensure open requisitions are created and fulfilled.
  • Participate in components of performance management process with HR to help ensure consistent understanding of development needs of employees.
  • Responsible for data management of area and works closely with their staff to ensure skill profiles are current, StaffTrak data entry/forecasting is timely and accurate, and CMS data entry is timely.
  • Works closely with offshore counterparts to ensure resource staffing needs are met.
  • Drives Monthly Forecasting Process for area to ensure staffing needs, utilization potential, and shortages and surpluses are proactively identified.


  • A solid understanding of the firm’s business and operations as well as a basic understanding of finance
  • Excellent organizational skills, deadline-oriented and flexibility to meet changing needs of the role
  • Proven ability to manage upwards and drive results
  • Proven ability to set and manage expectations with staff
  • Strong computer skills including proficiency in Microsoft Excel. High degree of comfort using computer software and other Microsoft business products (Word, PowerPoint, Office), including excellent data management and manipulation capabilities
  • Proven ability to consistently and positively contribute in a fast-paced environment
  • Strong metrics-focused with ability to use analytics to solve problems and develop solutions
  • Ability to build rapport and gain the trust with all levels of personnel at Grant Thornton
  • Strong leadership, communication, and presentation skills
  • Ability to work independently with minimal supervision
  • Aptitude to learn and leverage new technology
  • Tax and Resource Management experience at a professional services firm
  • Proven ability to maintain confidentiality while balancing needs of the business
  • Bachelor’s degree in related field

At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It’s what makes us different, and we think being different makes us better. The team you’re about to join is ready to help you thrive. Here’s how:

  • Whether it’s your work location, weekly schedule or unlimited flex time off, we empower you with the options to work in the way that best serves your clients and your life. 
  • Here, you are supported to prioritize your overall well-being through work-life integration options that work best for your and those in your household. 
  • We understand that your needs, responsibilities and experiences are different — and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at
  • When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we’re taking action for diversity, equity & inclusion at

Here’s what you can expect next: 

If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at 

Additional Details:

Grant Thornton requires personnel to be fully vaccinated against COVID-19 in order to visit/enter firm offices, to visit/enter client or prospective client sites or facilities, or to attend in-person firm or client-sponsored events, subject to any medical, religious or other accommodations under the law. Personnel who are not fully vaccinated and who do not have an approved accommodation will be required to work remotely and will not be permitted to work on-site or to attend in-person events and functions until further notice. Grant Thornton collects, uses and maintains vaccination-related data in accordance with its Privacy Policy, Personnel Privacy Notice, and applicable laws and regulations. 

It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. 

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton LLP to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact 

For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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Confirmed 13 minutes ago. Posted 30+ days ago.

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