Overview
The organization is seeking a Resource Management, Senior Specialist (Tax) for the Northeast region.
This is a hybrid organization; most professionals are located within a commutable distance to an office. While this position is considered remote (not requiring daily work 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 within Advisory, Assurance, and Tax, highlighting adverse variance and potential issues for resolution.
- Monitor the task list in the resource management (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 knowledge of employees’ preferences regarding skills, interests, and career development opportunities.
- Use a common resource planning methodology to support planning and prioritization decisions based on 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.
- Maintain working knowledge of resource management platforms.
- Apply influence skills to help others accept planning proposals by promoting procedural best practices and using basic data, logic, or a sound business case.
- Provide oversight of processes and technology being performed.
- 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 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 strong 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 complete work accurately and on time.
- Exceptional communication, influencing, and analytical skills, including effective, 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
- Review and align with the organization’s Universal Job Standards.
Compensation & Benefits
- Salary is one component of the total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
- Northeast region.
- Remote role (not required to perform job duties within proximity of an office), with possible scheduled in-office presence for client work, team meetings, or trainings.