Resource Management, Senior Specialist (Tax)

Overview

This role is part of the Resource Management team in the South-West region, working Pacific Time Zone business hours. The position is remote and does not require job duties to be performed within proximity of an office location. However, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Resource Management planning enables organizations to mobilize the right talent, at the right place, at the right time, and connects with Employee Experience, Recruiting, Financial Planning, and Learning Development planning.

Responsibilities

• Continuously monitor utilization levels against business plans for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax, highlighting adverse variance and potential issues for resolution.
• Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, etc.
• For an assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunity preferences.
• Apply the common methodology for resource planning to support planning and prioritization decisions by cost and resource skills and interests.
• Deliver monthly metrics on staffing trends and 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 both internally with team members and externally with vendors.
• Maintain working knowledge of resource management platforms.
• Use influence skills to help others accept planning proposals, promoting procedural best practices 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 an assigned business unit and business leader(s).
• Strong knowledge of Microsoft Office products, 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 ensure activities are completed accurately and timely.
• 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.

Preferred Qualifications

• Experience integrating and evolving workforce planning processes, tools, and metrics toward a collaborative, integrated approach.

Compensation & Benefits

• California salary range: $85,000 to $115,000.
• Actual compensation within the range depends on skills, experience, qualifications, and location, and applicable employment laws.
• Total rewards may include 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 role (may require in-office presence with scheduled notice for client work, team meetings, or trainings)