Resource Management, Senior Specialist (Tax)

Overview

This position is a Resource Management, Senior Specialist (Tax) role with the Resource Management team in the Northeast region.

The employer uses a hybrid work model. While this role is considered remote, 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, highlighting adverse variance and potential issues for resolution.
• Monitor the task list in the resource management 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 a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply the common methodology for resource planning so planning and prioritization decisions can be made by both 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.
• Maintain working knowledge of resource management platforms.
• Use influence skills to help others accept planning proposals, promote procedural best practices, and support recommendations using basic data, logic, or a solid business case.
• Support oversight of processes and technology where applicable.
• 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 knowledge of Microsoft Office, 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 accurately and on time.
• Exceptional communication, influencing, and analytical skills, including tactful and courteous communication 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.

Compensation & Benefits

In New York, the salary range for a Resource Manager, Senior Specialist is $105,000 to $110,000. Actual compensation within the range will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws.

This role also includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

• Region: Northeast
• Work arrangement: Remote (with possible in-office presence required on scheduled notice for client work, team meetings, or trainings).