Overview
This role is for a Resource Management, Senior Specialist (Tax) on the South-West region team, operating during Pacific Time Zone business hours.
This is a hybrid/remote position. Most professionals are located within commuting distance of a firm office. While this position is considered remote and does not require duties to be performed near an office, 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 knowledge of employee preferences related to skills, interests, and career development opportunities.
- Apply 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 labor workforce planning aligns with operational requirements and resource management service level agreements.
- Communicate effectively internally with team members and externally with vendors.
- Demonstrate working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals by promoting procedural best practice using basic data, logic, or a solid business case.
- Support additional oversight of processes and technology.
- 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 to assigned business unit and business leader(s).
- Strong knowledge of Microsoft Office products, including strong Excel skills (ability to use pivot tables, macros, and summarize analytics via pivot charts).
- Solid understanding of financial statements and utilization metrics.
- Strong organizational and time management skills to complete work 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 techniques 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, and location, and applicable employment laws.
Salary is one component of a total rewards package that 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 by role classification; may require in-office presence with scheduled notice for client work, team meetings, or trainings