Resource Management, Senior Specialist (Tax)

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Posted Sep 16, 2026

Remote · US · ask about Worldwide Full Time
Est. $85K – $115K/yr

Overview

This role supports Resource Management planning in the Northeast region. The position is considered remote, meaning job duties do not need 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 enables the organization to mobilize the right talent, at the right place, at the right time, and is linked with Employee Experience, Recruiting, Financial Planning, and Learning Development.

Responsibilities

  • Continually monitor utilization levels against business plans, highlighting adverse variance 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 RM technology tool to approve resource requests, PTO, CPE, etc.
  • For assigned business units, understand specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
  • Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
  • Apply the common resource planning methodology to support planning and prioritization decisions by 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 with basic data, logic, or a solid business case.
  • Provide oversight of processes and technology as needed.
  • Perform 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(s) 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-related 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.

Preferred Qualifications

  • Not specified.

Compensation & Benefits

  • 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 position; office presence may be required with scheduled notice for client work, team meetings, or trainings.

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