Resource Management, Senior Specialist (Tax)

Overview

This role is part of the Resource Management team and supports workforce planning across a designated service line or geography in Advisory, Assurance, and Tax. The organization is seeking a Resource Management, Senior Specialist (Tax) for the South-West region, working Pacific Time Zone business hours.

This position is remote (no requirement to perform duties in proximity to 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 for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax, highlighting adverse variance and potential issues for resolution.
• 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 a solid understanding of employees’ preferences related to skills, interests, and career development opportunities.
• Use common resource planning methodologies to support planning and prioritization decisions based on 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 is planned efficiently 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.
• Apply influence skills to help others accept planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
• Provide oversight of processes and technology as assigned.
• 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 pivot tables, macros, and the ability to summarize analytics via pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organization and time management skills to complete work activities 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 and provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Not specified in the provided job description.

Compensation & Benefits

• In California, the salary range for this role is $85,000 to $115,000.
• Actual compensation within the range depends on skills, experience, qualifications, location, and applicable employment laws.
• Salary is one component of total rewards, including a 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 (with possible scheduled in-office presence for client work, team meetings, or trainings)

Equal Opportunity

The organization is an equal opportunity employer committed to a diverse and inclusive team. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and without discrimination on the basis of disability.