Resource Management, Senior Specialist (Tax)

Overview

This role is for a Resource Management, Senior Specialist (Tax) position supporting the Northeast region.

The organization operates in a hybrid work environment. This position is considered remote, meaning job duties do not require work to be performed 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 RM technology tool to approve resource requests, PTO, CPE, etc.
• For assigned business unit(s), understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain a strong understanding of employees’ preferences related to skills, interests, and career development opportunities.
• Apply a common resource planning methodology to support planning and prioritization decisions based on 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 internally with team members and externally with vendors.
• Maintain working knowledge of resource management platforms.
• Use influence skills to gain acceptance of planning proposals by promoting procedural best practices and using basic data/logic or a solid business case.
• Provide oversight of processes and technology when required.
• 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 the 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 on time.
• 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.
• Must be able to exercise creative problem-solving techniques and provide solutions.
• Up to 10% travel may be required as needed.

Compensation & Benefits

Salary is one component of a total rewards package that includes:

• Discretionary performance bonus
• Generous paid time off (PTO)
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

• Northeast region
• Remote (no requirement to perform duties within proximity of an office location). Scheduled notice may be provided for client work, team meetings, or trainings.