Overview
The organization is seeking a Resource Management, Senior Specialist (Tax) to support the Northeast region.
This role is considered remote. While duties do not require performance within proximity of an office location, 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 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 common resource planning methodology to support planning and prioritization decisions by 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 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 practice, using basic data/logic or a solid business case.
- Provide oversight of processes and technology as needed.
- 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 Excel skills including pivot tables, macros, and summarized analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organization and time management skills to complete work accurately and timely.
- 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 use creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
- Review of Universal Job Standards is expected.
Compensation & Benefits
Salary is one component of the 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 (may require scheduled in-office presence for client work, team meetings, or trainings)