Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning within the Advisory, Assurance and Tax functions. The position is part of the Resource Management Team for the Northeast region.

This is a hybrid firm; while the role is considered remote, 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; 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 an assigned business unit, understand specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
• Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunity preferences.
• 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 to 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 help others accept planning proposals by promoting procedural best practice using basic data/logic and a solid business case.
• Provide additional oversight of processes and technology when needed.
• Complete 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 leaders.
• Strong knowledge of Microsoft Office, 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.

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 the total rewards package, which 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 role (may require periodic in-office presence with scheduled notice for client work, team meetings, or trainings).
• Maryland salary range disclosed as noted above.

Equal Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive team and provides consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not discriminate on the basis of disability.