Resource Management, Senior Specialist (Tax)

Overview

This position is for a Resource Management, Senior Specialist (Tax) role on the Resource Management team within the Northeast region.

The organization is a hybrid firm. While this role is considered remote (job duties do not require working 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.

Resource Management planning supports mobilization of the right talent at the right place and time, and connects to Employee Experience, Recruiting, Financial Planning, and Learning & Development planning.

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 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 knowledge of employee preferences regarding skills, interests, and career development opportunities.
• Apply 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 internally with team members and externally with vendors.
• Maintain working knowledge of resource management platforms.
• Use influence skills to gain acceptance of planning proposals by promoting procedural best practices, using basic data/logic, or presenting a solid business case.
• Support additional work involving 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, specifically Excel, 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 timely.
• 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 use creative problem-solving techniques and provide solutions.
• Up to 10% Travel may be required as needed.

Preferred Qualifications

• Experience delivering and improving staffing metrics and utilization reporting.

Compensation & Benefits

Compensation includes a salary component along with a discretionary performance bonus. Benefits include:

• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms
• Additional paid time off for employees to volunteer

Location

• Northeast region
• Role is considered remote; may require scheduled in-office presence for client work, team meetings, or trainings.