Overview
This role is for a Resource Management, Senior Specialist (Tax) position within the Northeast region.
The employer is a hybrid organization. While many professionals work within commuting distance of an office, this specific position is considered remote. Remote work does not require duties to be performed 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, 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 the common methodology for resource planning to support planning and prioritization decisions by cost and by resource skills/interests.
- Deliver monthly metrics on staffing trends/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.
- Maintain working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals, promoting procedural best practices using basic data, logic, or a solid business case.
- Support oversight of processes and technology.
- Perform additional duties 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 units and business leaders.
- Strong knowledge of Microsoft Office, specifically 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 ensure accurate, timely completion of work.
- 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.
- Ability to exercise creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
- Experience working across Advisory, Assurance and Tax resource management processes.
Compensation & Benefits
Compensation is one component of the organization’s total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
- Northeast region
- Remote (work does not need to be performed within proximity of an office, but occasional scheduled on-site presence may be required for client work, team meetings, or trainings).