Overview
This role supports Resource Management planning for Tax within the South-West region, working Pacific Time Zone business hours. The position is remote; however, scheduled notice may require presence at an office 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; highlight 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 an understanding of employee preferences related to skills, interests, and career development opportunities.
- Apply a common methodology for resource planning to support planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and 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 both internally with team members and externally with vendors.
- Maintain working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals and promote procedural best practices using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as assigned.
- Support additional projects and responsibilities 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 Microsoft Office skills, 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 tactful and courteous communication using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to exercise creative problem-solving and provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
- Familiarity with resource management planning methods and integrated workforce planning approaches.
Compensation & Benefits
- In California, the salary range for this position is $85,000 to $115,000.
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Discretionary performance bonus.
- Generous paid time off.
- Expanded and inclusive parental benefits.
- Access to learning and development platforms.
Location
- South-West region.
- Pacific Time Zone business hours.
- Remote position; may require scheduled in-office attendance with notice for client work, team meetings, or trainings.