Resource Management, Senior Specialist (Tax)

Overview

This role is within the Resource Management team for Tax in the Northeast region. The organization offers a hybrid work environment; however, this 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 for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax, highlighting adverse variance and potential issues for resolution.
• Monitor the task list in the Resource Management (RM) technology tool to approve resource requests, PTO, CPE, and related items.
• For the assigned business unit, 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 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 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 help others accept planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
• Provide oversight of processes and technology as assigned.
• 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 assigned business unit and business leader(s).
• 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 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 exercise creative problem-solving techniques and provide solutions.
• Up to 10% Travel may be required as needed.

Compensation & Benefits

• In Maryland, the salary range for a Resource Manager, Senior Specialist is $105,000 to $110,000.
• Actual compensation within the range will depend 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

• Northeast region
• Remote (work does not need to be performed within proximity of an office location, though scheduled onsite presence may be required for client work, team meetings, or trainings).
• Salary information specified for Maryland.