Resource Management, Senior Specialist (Tax)

Overview

This position is a hybrid role with remote work as the primary arrangement. While remote, you may be required to attend an office location with scheduled notice for client work, team meetings, or trainings.

The role supports the South-West region and follows Pacific Time Zone business hours.

Responsibilities

• Continually 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 resource management (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 knowledge of employees’ preferences related to skills, interests, and career development opportunities.
• Apply common resource planning methodology to support planning and prioritization decisions by cost and resource skills/interests.
• Deliver monthly metrics on staffing trends and resource activities, improving visibility of unallocated resources and increasing cross-sharing staffing activity.
• Ensure labor workforce planning aligns with 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 encourage acceptance of planning proposals by promoting procedural best practices, using basic data/logic or a solid business case.
• Support 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(s) 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 complete work accurately and in a timely manner.
• Exceptional communication, influencing, and analytical skills, including effective, tactful, and courteous communication using Microsoft PowerPoint.
• Strong oral presentation, listening, and influencing skills.
• Ability to use creative problem-solving techniques to provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• In California, the salary range for Resource Manager Senior Specialist (Tax) is $85,000 to $115,000.
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• Total rewards package includes:
  • 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 (hybrid expectations; scheduled in-office attendance may be required for client work, team meetings, or trainings).