Overview
This role supports Resource Management workforce planning in the South-West region for Pacific Time Zone business hours. The organization uses a hybrid work model; while the position is remote and does not require duties performed within proximity of an office, remote employees may need to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Continually monitor utilization levels against business plans for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax; highlight adverse variance and potential issues for resolution.
- Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, etc.
- For the assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain an understanding of employees’ preferences related to skills, interests, and career development opportunities.
- Apply knowledge of the common methodology for resource planning to support planning and prioritization decisions by both cost and resource skills/interests.
- Deliver monthly metrics on staffing trends/resource activities to improve visibility of unallocated resources and increase cross-sharing staffing activity.
- Ensure the labor workforce is efficiently planned according to operational requirements and resource management service level agreements.
- Communicate effectively internally with team members and externally with vendors.
- Maintain working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals, promote procedural best practices, and support decisions using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as needed.
- Perform other responsibilities and projects as directed by the resource management center of expertise.
Requirements
- 4-year undergrad degree in Business Management/Administration or 4-year undergrad degree in accounting or finance.
- Minimum of 3 years of Tax or Assurance resource management or workforce planning experience.
- Ability to apply resource management procedures and policies and translate them to assigned business unit and business leader(s).
- Strong Microsoft Office skills, specifically strong Excel experience including pivot tables, macros, and summarizing analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organization and time management skills to complete work-related activities accurately and on time.
- Exceptional communication, influencing, and analytical skills, including the ability to communicate effectively, tactfully, and courteously using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to use creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
Compensation & Benefits
- In California, the salary range for a Resource Manager Senior Specialist (Tax) is $85,000 to $115,000.
- Actual compensation within the range depends on skills, experience, qualifications, location, and applicable employment laws.
- Compensation includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
- South-West region
- Pacific Time Zone business hours
- Remote (may require in-office presence with scheduled notice for client work, team meetings, or trainings)
- Up to 10% travel may be required as needed.