Resource Management, Senior Specialist (Tax)

Overview

This position is part of the Resource Management team and supports workforce planning activities for designated service lines or geographies across Advisory, Assurance, and Tax.

The role is hybrid in the sense that most professionals are located within commuting distance of an office. This specific position is considered remote, which means 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 units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply common resource planning methodology to enable planning and prioritization decisions by cost and by 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 internally with team members and externally with vendors.
• Maintain working knowledge of resource management platforms.
• Use influence skills to help others accept planning proposals by promoting procedural best practices with basic data, logic, or a solid business case.
• Provide oversight of processes and technology when required.
• 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 and macros and summarize analytics via pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organization and time management skills to ensure activities are completed 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.

Compensation & Benefits

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 best-in-class learning and development platforms

Location

Northeast region.

Equal Opportunity

Equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and without discrimination based on disability.