Overview
This position is for a Resource Management, Senior Specialist (Tax) role in the South-West region, working Pacific Time Zone business hours.
The role is remote. While it does not require work to be performed within proximity of 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, 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 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 a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply a common methodology for resource planning to ensure planning and prioritization decisions can be made by both 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 the labor workforce is efficiently planned according to operational requirements and resource management service level agreements.
- Communicate effectively both internally with team members and externally with vendors.
- Demonstrate working knowledge of resource management platforms.
- Use influence skills to gain acceptance of planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
- Provide oversight of processes and technology being performed.
- 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, with strong Excel skills, including ability to use pivot tables and 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 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 to provide solutions.
- Up to 10% Travel may be required as needed.
Preferred Qualifications
- Experience delivering monthly staffing/resource metrics and using those insights to improve resource allocation.
Compensation & Benefits
In California, the salary range for a Resource Manager Senior Specialist (Tax) is $85,000 to $115,000. Actual compensation within the range will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws.
Compensation includes discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
- South-West region
- Pacific Time Zone business hours
- Remote (may require in-office presence with scheduled notice for client work, team meetings, or trainings)