Resource Management, Senior Specialist (Tax)

Overview

This role supports resource management planning across Advisory, Assurance, and Tax teams in the Northeast region. The organization uses a hybrid work model; this position is considered remote and does not require 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(s), understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities preferences.
• Apply the common methodology for resource planning to support decisions based on cost and resource skills/interests.
• Deliver monthly metrics on staffing trends and resource activities to improve visibility of unallocated resources and increase 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.
• Use a working knowledge of resource management platforms.
• Influence others to accept planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
• Support oversight of processes and technology being performed.
• Perform other 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(s) and business leader(s).
• Strong knowledge of Microsoft Office products, specifically strong Excel skills, including pivot tables, macros, and summarizing 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 exercise creative problem-solving techniques and provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Experience delivering monthly resource management metrics and improving visibility of unallocated resources.

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

Location

• Northeast region
• Remote (with possible scheduled presence at an office for client work, team meetings, or trainings).