Resource Management, Senior Specialist (Tax)

Unlock Employer

Posted Aug 31, 2026

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

Overview

This role is part of the Resource Management team in the Northeast region. The employer is a hybrid organization, and while the position is considered 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 in Advisory, Assurance and Tax.
  • Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, etc.
  • 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 opportunity preferences.
  • Apply the common methodology for resource planning 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 labor workforce planning aligns with operational requirements and resource management service level agreements.
  • Communicate effectively both internally with team members and externally with vendors.
  • Use a working knowledge of resource management platforms.
  • Apply influence skills to encourage acceptance of planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
  • Provide oversight of processes and technology where applicable.
  • Support 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 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 and provide solutions.
  • Up to 10% travel may be required as needed.

Preferred Qualifications

  • Review of Universal Job Standards is mentioned as part of the application process.

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 position (does not require job duties to be performed within proximity of an office location), with potential scheduled in-office presence for client work, team meetings, or trainings.

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