Resource Management, Senior Specialist (Tax)

Overview

This role supports resource management planning for a designated service line or geography in Advisory, Assurance, and Tax. The position is for a Resource Management, Senior Specialist (Tax) team member in the South-West region, working Pacific Time Zone business hours.

This is a remote role. While remote, you 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 variance and potential issues for resolution for a minimum of 75 professionals for a designated service line or geography.
• Monitor the task list in the resource management (RM) technology tool to approve resource requests, PTO, CPE, and related items.
• For assigned business unit(s), understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Use 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, improving visibility of unallocated resources and increasing 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 by promoting procedural best practices and using basic data, logic, or a solid business case.
• Provide oversight of processes and technology as needed.
• 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 unit and business leader(s).
• Strong knowledge of Microsoft Office products, 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-related activities accurately and in a timely manner.
• 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

• California salary range: $85,000 to $115,000.
• Actual compensation within the range depends on 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

• South-West region
• Pacific Time Zone business hours
• Remote (may require scheduled in-office presence for client work, team meetings, or trainings).