Overview
This role is part of the Resource Management Team and supports resource planning for a designated service line or geography across Advisory, Assurance, and Tax. The organization is seeking a Resource Management, Senior Specialist (Tax) for its Northeast region.
This is a hybrid-leaning remote role. While duties do not require work 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.
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, and related items.
- For the assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain an 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 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.
- Demonstrate working knowledge of resource management platforms.
- Use influence skills to encourage acceptance of planning proposals, promoting procedural best practices using basic data, logic, or a solid 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, including strong Excel skills with 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 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 use creative problem-solving techniques to provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
- Review and familiarity with universal job standards (as applicable to this role).
Compensation & Benefits
Salary is one component of the total rewards package, which 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 role (not required to perform duties within proximity of an office), with possible scheduled in-office attendance for client work, team meetings, or trainings.