Overview
This role is part of the Resource Management team and supports tax-related workforce planning across a designated service line or geography in Advisory, Assurance and Tax.
The position is designated for the Northeast region and is considered remote. Remote work does not require performing job duties within proximity of an office location. However, 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; highlight 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 the 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 the common methodology for resource planning to support planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and resource activities to improve visibility of unallocated resources and increase 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.
- Use and maintain working knowledge of resource management platforms.
- Apply influence skills to help others accept planning proposals by promoting procedural best practices, using basic data/logic or a solid business case.
- Provide additional oversight of processes and technology as needed.
- Support 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, 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 effective, tactful, courteous communication 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.
Preferred Qualifications
- Experience with integrated workforce planning processes and continuous improvement of tools, metrics, and resource planning practices.
Compensation & Benefits
Compensation 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
- Northeast region
- Remote role (scheduled notice may be required for client work, team meetings, or trainings at an office)