Resource Management, Senior Specialist (Tax)

Overview

This position is for a Resource Management, Senior Specialist (Tax) role in the South-West region, operating during Pacific Time Zone business hours.

This is a remote position. While job duties do not require working within proximity of an office location, remote employees may be required 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 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 a common methodology for resource planning to enable planning and prioritization decisions based on both cost and resource skills/interests.
• Deliver monthly metrics on staffing trends and resource activities; improve visibility of unallocated resources and increase cross-sharing staffing activity.
• Ensure the labor workforce is planned efficiently 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.
• Influence others to accept planning proposals by promoting procedural best practices using basic data, logic, or a sound business case.
• Provide oversight of processes and technology as needed.
• Perform additional 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 knowledge of Microsoft Office products, specifically strong Excel skills including pivot tables, macros, and the ability to summarize 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 exercise creative problem-solving and provide solutions.
• Up to 10% Travel may be required as needed.

Compensation & Benefits

• In California, the salary range for this role is $85,000 to $115,000.
• Actual compensation within the range depends on skills, experience, qualifications, location, and applicable employment laws.
• Total rewards include:
  • Discretionary performance bonus
  • Generous paid time off
  • Expanded and inclusive parental benefits
  • Access to learning and development platforms

Location

• South-West region
• Pacific Time Zone business hours
• Remote (scheduled office presence may be required for client work, team meetings, or trainings)