Overview
This role supports Resource Management planning for Tax services. The organization is seeking a Resource Management, Senior Specialist (Tax) for the Northeast region.
This is a remote position. Remote employees are not required to perform job duties within proximity of an office location; however, you may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Continuously monitor utilization levels against business plans for a minimum of 75 professionals for a designated service line or geography across Advisory, Assurance and Tax, highlighting adverse variances 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 an understanding of employees’ preferences related to skills, interests, and career development opportunities.
- Apply the common methodology for resource planning to support prioritization and planning decisions based on 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 planned efficiently 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.
- Apply influence skills to help others accept planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
- Support oversight of processes and technology.
- 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 for assigned business unit and business leader(s).
- Strong working knowledge of Microsoft Office, 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 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.
- Ability to travel up to 10% as needed.
Preferred Qualifications
- Review of Universal Job Standards (candidates may be asked to align with these standards).
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 work; occasional in-office presence may be required with scheduled notice for client work, team meetings, or trainings.