Resource Management, Senior Specialist (Tax)

Overview

This role is part of the Resource Management team supporting Advisory, Assurance, and Tax workforce planning across a designated service line or geography. The organization is seeking a Resource Management, Senior Specialist (Tax) for the South-West region, aligned with Pacific Time Zone business hours.

This is a hybrid organization. While the position is considered remote and does not require job duties to be performed 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, 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 the assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply a common methodology for resource planning to support prioritization decisions based on cost and resource skills and interests.
• Deliver monthly metrics on staffing trends and resource activities; 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.
• Use influence skills to gain acceptance of planning proposals by promoting procedural best practice, using basic data, logic, or a solid business case.
• Support oversight of processes and technology.
• 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 and business leader(s).
• Strong knowledge of Microsoft Office products, specifically strong Excel skills, including the ability to use pivot tables and macros and summarize analytics via pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organization and time management skills to complete work-related activities 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.
• Must be able to use creative problem-solving techniques and provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Not specified in the job description.

Compensation & Benefits

• In California, the salary range for a Resource Manager Senior Specialist (Tax) is $85,000 to $115,000.
• Actual compensation within the range will be dependent on the individual’s skills, experience, qualifications, and location, and applicable employment laws.
• Salary is one component of a total rewards package that includes:
  • 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 on-site presence with scheduled notice for client work, team meetings, or trainings)