Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management within the Tax function in the Northeast region. The employer is a hybrid organization; while many professionals are located within commuting distance of an office, this position is considered remote and does not require job duties to be performed near a local office. 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 variances 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 resource management (RM) technology tool to approve resource requests, PTO, CPE, and related items.
• For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply common methodology for resource planning 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 labor workforce planning aligns with 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.
• Support 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 units and business leader(s).
• Strong knowledge of Microsoft Office products, including strong Excel skills (pivot tables, macros) and ability to 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 effective, tactful, and courteous communication 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 in the job description.

Compensation & Benefits

• Salary is one component of the total rewards package, which includes a discretionary performance bonus and generous paid time off.
• Expanded and inclusive parental benefits.
• Access to learning and development platforms.
• Additional benefits mentioned include PTO for employees to volunteer and a flexible work environment.

Location

• Northeast region.
• Remote role: duties do not need to be performed within proximity of an office, but periodic in-office presence may be required with scheduled notice for client work, team meetings, or trainings.