Tax Resource Management Lead, Assistant Director

Resource Management Lead, Assistant Director

Your journey at Crowe starts here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

The Resource Management Lead, Assistant Director is responsible for leading workforce strategy and resource management for the Tax business unit. This role has accountability for both long-range workforce planning and day-to-day resource management execution, ensuring Tax has the right talent, capacity and deployment model to meet client needs and business priorities. This individual partners with Tax and operations leadership to align staffing, forecasting, utilization, skills and workforce capabilities with service delivery demands and long-term practice goals. The Resource Management Lead oversees resource deployment, workload balancing, staffing risk resolution, and workforce planning initiatives, using data, business insight, and process improvement to enhance practice performance. Success in this role requires a strong understanding of public accounting seasonality, technical skill alignment, staff development needs, and the operational drivers of a high-performing Tax practice.

Responsibilities:

Resource Planning & Strategy

• Lead workforce planning strategy and decision-making across the Tax business unit, aligning talent capacity and staffing priorities with service line demand and client delivery needs
• Develop short-and long-range workforce plans based on service line demand, seasonality, growth goals, and client delivery needs. Identify capacity gaps, utilization trends, workload imbalances and staffing risks, and recommend actions to address them
• Provide oversight and direction to the resource management function to ensure consistency and effectiveness
• Develop staffing strategies that support client service, deadlines, quality, and team sustainability

Workforce Insights & Reporting

• Analyze workforce data, including utilization, scheduling, recruitment, retention, and advancement trends
• Develop reporting and insights to support leadership decision-making
• Translate data into clear, actionable recommendations for business and operations leaders
• Monitor workforce performance and proactively identify improvement opportunities

Operational Excellence & Process Improvement

• Lead initiatives to improve and automate workforce planning processes and resource management processes
• Drive standardization and adoption of best practices across teams
• Promote use of workforce planning tools, scheduling platforms, reporting capabilities and AI-enabled solutions
• Identify opportunities to improve visibility, consistency, and efficiency in how Tax plans and assigns work

Global Teaming & Talent Alignment

• Collaborate with global teams to support workforce planning and delivery needs
• Partner with Talent and business leaders to align skills, job profiles, and workforce capabilities
• Support recruitment and onboarding strategies through demand forecasting and workforce insights
• Contribute to long-term workforce readiness through skills-based planning
• Partner with Tax leaders and people leaders to align assignments with career development, readiness, and retention goals

Leadership & Stakeholder Engagement

• Serve as a trusted advisor to business and operations leaders on workforce-related matters
• Lead change management efforts related to workforce planning processes and organizational alignment
• Build strong cross-functional relationships to drive collaboration and execution
• Communicate workforce strategy, risks, and recommendations to senior leadership

Required Qualifications

• Bachelor's degree in accounting, business, operations, human resources, or a related field (or equivalent experience)
• Minimum of 7 years of experience in workforce planning, resource management, scheduling, operations, or talent strategy
• 3+ years of leadership experience
• Experience aligning staffing strategies with business demand in a complex or matrixed environment
• Strong analytical skills with the ability to interpret data and deliver actionable insights
• Demonstrated ability to lead teams and influence cross-functional stakeholders
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience with workforce planning or resource management tools (e.g., Retain Cloud or similar platforms)
• Experience using data and reporting tools (e.g., Excel, Power BI) to support workforce analysis and decision-making
• Ability to evaluate and implement new tools and technologies to improve workforce planning and resource management processes
• Experience in a professional services or consulting environment
• Familiarity with workforce planning tools, scheduling platforms, and reporting systems
• Experience with process improvement, automation, or AI-enabled workforce solutions
• Exposure to global teaming models and offshore coordination
• Experience partnering with Talent, Recruiting, and Operations teams