Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning for the Tax practice within the Northeast region. The employer is a hybrid organization; while this position is considered remote, scheduled in-office presence may be required for client work, team meetings, or trainings.

Responsibilities

• Continually monitor utilization levels against business plans, highlighting adverse variance and potential issues for resolution for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax.
• 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 knowledge of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply common resource planning methodology to enable 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, promoting procedural best practices using basic data, logic, or a solid business case.
• Provide oversight of processes and technology as needed.
• Perform other 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 assign business unit(s) and business leader(s).
• Strong knowledge of Microsoft Office products, 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 on time.
• 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

• Not specified.

Compensation & Benefits

• Salary is one component of a total rewards package that 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 (work does not require duties to be performed within proximity of an office), but scheduled in-office attendance may be required for client work, team meetings, or trainings.