Overview
This role is for a Resource Management, Senior Specialist (Tax) team position in the South-West region, operating during Pacific Time Zone business hours.
The organization uses a hybrid work model. While this role is considered remote, it does not require routine work 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
- Continuously 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 resource management (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 an understanding of employees’ 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/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.
- Maintain working knowledge of resource management platforms.
- Use 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 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 for assign business unit and business leader(s).
- Strong knowledge of Microsoft Office, specifically 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 accurately and on time.
- Exceptional communication, influencing, and analytical skills, including 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 staffing/resource planning metrics and improving cross-sharing staffing activity.
Compensation & Benefits
- 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.
- Salary is one component of a total rewards package that includes 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 (hybrid model overall); may require scheduled presence at an office for client work, team meetings, or trainings.