Overview
This role supports resource management planning for a designated service line or geography within Advisory, Assurance and Tax. The position is part of the Resource Management team in the South-West region and operates during Pacific Time Zone business hours.
This is a hybrid firm position. While the role is considered remote and does not require duties to be performed near 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 for a minimum of 75 professionals, highlighting adverse variance and potential issues for resolution.
- Monitor the task list in the resource management (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 opportunities.
- Apply 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 labor workforce planning aligns with operational requirements and resource management service level agreements.
- Communicate effectively internally with team members and externally with vendors.
- Use and maintain working knowledge of resource management platforms.
- Apply influence skills to gain acceptance of planning proposals, promoting procedural best practice using 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 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 on time.
- Exceptional communication, influencing, and analytical skills, including effective, tactful communication 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
Compensation & Benefits
- In California, the salary range for this role is $85,000 to $115,000. Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Compensation includes a discretionary performance bonus.
- Paid time off and expanded, inclusive parental benefits.
- Access to learning and development platforms.
Location
- South-West region
- Pacific Time Zone business hours
- Remote role (with potential scheduled onsite presence for client work, team meetings, or trainings)
Additional Information
- If you’re excited about the role but your experience doesn’t align perfectly with every qualification, the employer encourages you to apply.
- Equal opportunity employer committed to a diverse and inclusive workplace.
- Accommodations are available for individuals with disabilities during the recruitment process (contact details are provided in the original posting but omitted here).