Resource Management, Senior Specialist (Tax)

Overview

This role is part of the Resource Management team in the Northeast region. The organization is seeking a Resource Management, Senior Specialist (Tax).

This is a hybrid firm position. While the role is considered remote, job duties do not require performance within proximity of an office location. Remote employees may be asked to be present at an office with scheduled notice for client work, team meetings, or trainings.

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 technology tool to approve resource requests, PTO, CPE, etc.
• For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences related to skills, interests, and career development opportunities.
• Apply common resource planning methodology to support planning and prioritization decisions based on cost and resource skills and interests.
• Deliver monthly metrics on staffing trends/resource activities, improving visibility of unallocated resources and increasing cross-sharing staffing activity.
• Ensure 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 encourage acceptance of planning proposals, promoting procedural best practice using basic data, logic, or a sound business case.
• Support oversight of processes and technology being performed.
• 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 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 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-related activities accurately and on time.
• Exceptional communication, influencing, and analytical skills, including communicating 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

• Not specified in the job posting.

Compensation & Benefits

• In Virginia, 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.
• Total rewards include a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

• Northeast region.
• Remote role; requires no proximity to an office for day-to-day duties, though scheduled notice may be provided for client work, team meetings, or trainings.

Additional Information

• The organization encourages applicants who are excited about the role even if their experience does not align perfectly with every qualification.
• Equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.