National Resource Manager | Tax in Kansas City at CBIZ

Date Posted: 8/8/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:

  • 2022 Top Workplaces USA
  • 2022 Great Place to Work Certification
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness


Working at the direction of the National Operations Director within the Financial Services (FS) Practice Management Office (PMO), the primary responsibility of the Resource Manager - Tax is to serve as the Resource Management process owner for the tax practice.

Essential Functions and Primary Responsibilities:

  • Takes a lead role in defining, promoting, and communicating best practices in tax scheduling across the FS offices 
  • Works with scheduling resources to promote the consistent use of the national scheduling system to enable tax scheduling best practices
  • Establishes key measures of success for tax scheduling and monitors and communicates performance against key measures
  • Develops and fosters relationships with office leadership, tax practice leadership, all office scheduling resources and staff.
  • Successfully on boards, provides training on scheduling software and best practices to all newly acquired offices and/also current office schedulers
  • Facilitates the coordination of resource needs across offices to promote sharing of resources
  • Establish, socialize and distribute resource management performance ‘scorecard’ reports for National FS and Office Leadership Teams, including but not limited to:  utilization, leverage of resources, capacity, forecasting, resource sharing and any other key operational metrics
  • Generates ad-hoc reporting for local and national leadership as necessary.

Preferred Qualifications:

  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Excellent problem solving and conflict resolution skills
  • Self-starter, comfortable navigating ambiguity, as well as dealing with and promoting change
  • Working knowledge of the public accounting industry or a professional services firm is desirable
  • Demonstrated project management skills and ability to manage multiple priorities in a fast paced and dynamic environment
  • A minimum of 3 years of experience in the tax practice of a public accounting firm is desirable  

Qualifications Required:

  • A Bachelor’s degree in accounting or business, or related field, or equivalent combination of education and work experience is required.
  • 6 years of relevant experience
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization
  • Proficient use of applicable technology
  • Must be able to travel based on business needs


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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