Overview
This role supports Resource Management workforce planning for the organization’s Tax practice in the South-West region, operating on Pacific Time Zone business hours.
This position is considered remote. 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 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, and related items.
- For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain understanding of employee preferences related to 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 both internally with team members and externally with vendors.
- Maintain working knowledge of resource management platforms.
- Use influence skills to support acceptance of planning proposals by promoting procedural best practice using basic data, logic, or a solid business case.
- Provide oversight of processes and technology where required.
- 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, with strong Excel skills including the ability to use pivot tables and macros and summarize analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organization and time management skills to complete work activities 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
Compensation & Benefits
- In California, salary range: $85,000 to $115,000.
- Actual compensation within the range will depend on skills, experience, qualifications, and location, and applicable employment laws.
- Total rewards include 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 role (with possible on-site presence required with scheduled notice for client work, team meetings, or trainings).