Resource Management, Senior Specialist (Tax)

Overview

This role is part of the Resource Management team, supporting workforce planning across Advisory, Assurance, and Tax. The organization is seeking a Resource Management, Senior Specialist (Tax) for the Northeast region.

This is a hybrid environment. Most professionals work within a commutable distance to an office. This position is remote, meaning job duties do not require working in proximity to 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.

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 resource management technology tool to approve resource requests, PTO, CPE, etc.
• For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain a solid understanding of employees’ preferences related to skills, interests, and career development opportunities.
• Apply common resource planning methodology to support planning and prioritization decisions by both cost and resource skills/interests.
• Deliver monthly metrics on staffing trends/resource activities to improve visibility of unallocated resources and increase cross-sharing staffing activity.
• Ensure the labor workforce is planned efficiently 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, promoting procedural best practices using basic data, logic, or a business case.
• Provide oversight of processes and technology as assigned.
• Complete 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 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-related activities accurately and on time.
• Exceptional communication, influencing, and analytical skills, including effective and tactful 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.

Compensation & Benefits

Compensation 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
• Paid time off for employees to volunteer

Location

• Northeast region
• Remote (no requirement to perform job duties within proximity of a company office location)
• Remote employees may be required to attend an office with scheduled notice for client work, team meetings, or trainings.