Overview
This role is part of the Resource Management team as a Resource Management, Senior Specialist (Tax) for the Northeast region.
The organization is hybrid, and most professionals are located within a commutable distance to an office. This position is considered remote, meaning day-to-day duties do not require work performed within proximity of an office. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Continuously monitor utilization levels against business plans, highlighting adverse variance and potential issues for resolution for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax.
- Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, etc.
- For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain understanding of employees’ preferences related to skills, interests, and career development opportunities preferences.
- Apply common resource planning methodology to support planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends/resource activities, improving visibility of unallocated resources and increasing 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.
- Use working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals by promoting procedural best practices, using basic data, logic, or a solid business case.
- Provide oversight of processes and technology when needed.
- Complete 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 for assigned business unit and business leader(s).
- Strong knowledge of Microsoft Office, specifically strong Excel skills, 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 accurately and on time.
- Exceptional communication, influencing, and analytical skills, including ability to communicate effectively, tactfully, and courteously using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to exercise creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required as needed.
Compensation & Benefits
Salary is one component of the total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
- Paid time off for employees to volunteer
Location
- Northeast region
- Remote (may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings).