Resource Management, Senior Specialist (Tax)

Overview

This role is for a Resource Management, Senior Specialist (Tax) position in the South-West region, working Pacific Time Zone business hours.

The organization follows a hybrid work model. While this position is considered remote, it does not require job duties 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.

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 assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunity preferences.
• Apply a common resource planning methodology to support planning and prioritization decisions by both cost and resource skills/interests.
• Deliver monthly metrics on staffing trends/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 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, promoting procedural best practices, using basic data/logic or a solid business case.
• Provide oversight as processes and technology are being performed.
• 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, translating 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 organization and time management skills to complete work related 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 exercise creative problem-solving techniques and provide solutions.
• Up to 10% Travel may be required as needed.

Preferred Qualifications

• Review of Universal Job Standards is required.

Compensation & Benefits

In California, the salary range for this role is $85,000 to $115,000. Actual compensation within the range depends on the individual’s skills, experience, qualifications, and location, and applicable employment laws.

Salary 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

Location

• South-West region
• Pacific Time Zone business hours
• Position is remote, with possible scheduled onsite presence for client work, team meetings, or trainings