Overview
This position supports resource management within the Tax function for the Northeast region. The role is hybrid in nature: most professionals work within commuting distance of an office, but this specific position is considered remote and does not require job duties to be performed within proximity of a company office. Remote employees may be required to attend an office with scheduled notice for client work, team meetings, or trainings.
Resource Management planning enables the organization to mobilize the right talent, at the right place, at the right time. This role is linked with Employee Experience, Recruiting, Financial Planning, and Learning Development planning.
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; highlight adverse variance and potential issues for resolution.
- Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, etc.
- For 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 opportunities.
- 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 labor workforce planning aligns with 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.
- Apply influence skills to gain acceptance of planning proposals and promote procedural best practices using basic data, logic, or a solid business case.
- Perform oversight of processes and technology when needed.
- Support additional 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, specifically strong Excel skills, including ability to use pivot tables, macros, and summarize 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 ability to communicate effectively, tactfully, and courteously 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
- Experience delivering monthly staffing and utilization metrics and improving visibility of unallocated resources.
Compensation & Benefits
Salary is one component of the total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
Remote (Northeast region). Scheduled office presence may be required for client work, team meetings, or trainings.