Overview
This position is for a Resource Management, Senior Specialist (Tax) supporting the Northeast region.
The organization is a hybrid firm. Most professionals are located within commuting distance of an office. This role is remote, meaning job duties do not require work to be performed within proximity of an office location. 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 mobilizing the right talent at the right place and time, and is linked to 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, highlighting 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 units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply common resource planning methodology to support planning and prioritization decisions based on 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 labor workforce planning aligns with operational requirements and resource management service level agreements.
- Communicate effectively internally with team members and externally with vendors.
- Demonstrate working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals by promoting procedural best practices and using basic data, logic, and business cases.
- Support oversight of processes and technology.
- Perform additional responsibilities and projects as directed by the resource management center of expertise.
Requirements
- 4-year undergrad degree in Business Management/Administration or a 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 leaders.
- Strong knowledge of Microsoft Office, 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 organizational and time management skills to complete work 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
- Familiarity with resource management platforms and related processes.
Compensation & Benefits
Compensation is one component of a 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
- Region: Northeast
- Work style: Remote (may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings).
- Travel: Up to 10% as needed.