Overview
This role is part of the Resource Management team supporting a designated service line or geography. The organization is seeking a Resource Management, Senior Specialist (Tax) for the South-West region, working Pacific Time Zone business hours.
This is a hybrid-structured role. While the position is considered remote (not required to perform duties within proximity to 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 across 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 unit(s), 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 labor workforce planning aligns with 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 encourage adoption of planning proposals and procedural best practices, supported by basic data, logic, or a solid business case.
- Provide oversight for processes and technology being performed.
- Perform 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(s) and business leader(s).
- Strong knowledge of Microsoft Office, 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 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 to provide solutions.
- Up to 10% Travel may be required as needed.
Preferred Qualifications
- Experience delivering workforce planning and staffing trend/resource activity reporting.
Compensation & Benefits
California salary range: $85,000 to $115,000.
Actual compensation within the range will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws.
Compensation includes a discretionary performance bonus and a total rewards package that may include:
- Generous paid time off (PTO)
- Expanded and inclusive parental benefits
- Access to learning and development platforms
- Additional time off for employees to volunteer
Location
- South-West region
- Pacific Time Zone business hours
- Remote role (may require periodic presence at an office with scheduled notice for client work, team meetings, or trainings)
Equal Opportunity
The organization is an equal opportunity employer and provides consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not discriminate based on disability.