Overview
This role is part of the Resource Management team in the South-West region, supporting business hours in the Pacific Time Zone. The position is remote; duties do not require work to be performed within proximity of an office location. However, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Resource Management planning supports the organization in mobilizing the right talent, at the right place, at the right time, and connects with Employee Experience, Recruiting, Financial Planning, and Learning & Development planning.
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 assigned business unit(s), understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunity preferences.
- Apply common resource planning methodology to enable planning and prioritization decisions based on both cost and resource skills/interests.
- Deliver monthly metrics on staffing trends/resource activities; 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.
- Apply influence skills to gain acceptance of planning proposals, promoting procedural best practices using basic data, logic, or a solid business case.
- Provide additional oversight of processes and technology when performed.
- Support 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 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 activities accurately and timely.
- 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.
Preferred Qualifications
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 depend on skills, experience, qualifications, and location, and applicable employment laws.
- Total rewards include a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
- South-West region
- Remote (Pacific Time Zone business hours)
- Must be available for scheduled in-office presence with notice for client work, team meetings, or trainings.
- Up to 10% travel may be required as needed.