Resource Management, Senior Specialist (Tax)

Overview

This role is a Resource Management, Senior Specialist (Tax) position supporting the South-West region with Pacific Time Zone business hours.

The organization is a hybrid employer. This position is considered remote, meaning job duties do not require performance within proximity of an office. 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 for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax, highlighting adverse variances and potential issues for resolution.
• Monitor the task list in the resource management 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 employees’ preferences related to skills, interests, and career development opportunities.
• Apply the common methodology for resource planning to support decisions based on 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 the labor workforce is planned efficiently according to operational requirements and resource management service level agreements.
• Communicate effectively internally with team members and externally with vendors.
• Use and maintain working knowledge of resource management platforms.
• Apply influence skills to encourage acceptance of planning proposals, promoting procedural best practices using basic data, logic, or a solid business case.
• Support oversight of processes and technology.
• Perform additional responsibilities and projects as directed for 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 units and business leaders.
• Strong knowledge of Microsoft Office products, 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 activities 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 exercise creative problem-solving techniques and provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Studies have shown that candidates are less likely to apply unless they meet every qualification. Applicants are encouraged to apply even if experience does not align perfectly with every listed qualification.

Compensation & Benefits

• In Colorado, the salary range for Resource Manager Senior Specialist (Tax) is $85,000 to $105,000.
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• Salary is one component of a total rewards package that includes:
  • Discretionary performance bonus
  • Generous paid time off (PTO)
  • Expanded and inclusive parental benefits
  • Access to learning and development platforms

Location

• South-West region
• Pacific Time Zone business hours
• Remote (may require scheduled in-office presence for client work, team meetings, or trainings).

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.