Manager - Resource Management & Financial Planning (Operate)

Service Line: Tax

Manager – Resource Management & Financial Planning (Operate)

Reporting to: Operate Partners and Associate Partners

The opportunity:

EY’s Operate team offers a comprehensive range of services, emphasizing compliance within a highly complex and dynamic tax regulatory environment. Our dedicated team specializes in value-enhancing services across tax, accounting, payroll, and mobility domains.

This role is dedicated to enhancing the talent experience throughout their career at EY. You will play a key role in optimizing our talent to ensure efficient project delivery and equitable work allocation among all resources.

We will assist you to develop the skills you need for a successful career, and support and encourage you to become a recognized leader in the tax profession. As part of our focus on the financial services sector, we would like to invite you to join this dynamic team.

Key Responsibilities:

End‑to‑End Resource & Workforce Management

• Manage the full resource management lifecycle, including demand forecasting, capacity planning, allocation, re‑allocation, and utilisation tracking across engagements.
• Ensure resources are deployed efficiently, equitably, and in line with project requirements, skills, experience, and financial constraints.
• Maintain a comprehensive understanding of resource capability, availability, and cost implications to support informed allocation decisions.

Financial & Commercial Oversight

• Apply financial analysis and financial management principles to resource planning, including cost management, utilisation metrics, and margin considerations.
• Develop and analyse reports on resource utilisation, productivity, and financial performance to support management decision‑making.
• Partner with leadership to identify risks, variances, and opportunities for financial and operational optimisation.

Business & Data Analysis

• Leverage business analysis and analytical skills to translate operational and financial data into actionable insights.
• Support continuous improvement initiatives by identifying inefficiencies and recommending data‑driven solutions across resource and workforce processes.
• Utilise technology and analytics tools to enhance planning accuracy, forecasting, and reporting. 

Project & Stakeholder Management

• Demonstrate strong project management capability by coordinating multiple priorities, timelines, and stakeholders simultaneously.
• Act as a key point of contact for resource‑related matters, ensuring alignment between delivery teams, leadership, and operational stakeholders.
• Proactively identify and resolve resource, capacity, or delivery risks to ensure smooth execution of engagements.

Intern Training & Academic Programme Oversight

• Oversee intern scheduling, workload alignment, and progress tracking to ensure compliance with academic and professional requirements.
• Monitor academic progression, escalate concerns where required, and support a positive learning and development environment.
• Manage relationships with academic service providers, including SLA monitoring, reporting, and issue escalation.

To qualify for the role, you must have:

• A financial background, with demonstrated experience in financial analysis or financial management.
• Proven experience managing the full, end‑to‑end resource management lifecycle.
• Strong financial analyst and business analyst capabilities, with the ability to interpret and apply data for operational and strategic decisions.
• Demonstrated project management experience, managing multiple workstreams and stakeholders.
• 4–8 years of management experience, preferably within professional services, financial services, or a complex operational environment.
• Strong analytical, communication, and stakeholder management skills.
• A project management qualification will be an advantage.

What we look for:

This role prioritizes enhancing the talent experience during the foundational years in Tax Operate. You will play a crucial role in optimizing our talent to ensure efficient project delivery and equitable work allocation among all resources.

Additionally, you will oversee the administrative and program support aspects of our intern training program, ensuring that interns receive the necessary guidance and support to excel academically while gaining relevant work experience. Your contributions will be essential to the success of our projects and the development of our talent.

What we offer:

EY offers a competitive remuneration package where you'll be rewarded for your individual and team performance. You will be challenged intellectually daily to always think differently about legislation.

We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:

• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.

• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.​