Overview
This role is for a Resource Management, Senior Specialist (Tax) team position in the Northeast region.
The organization is a hybrid employer. Most professionals are located within a commutable distance to an office. This position is considered remote, meaning job duties do not require work 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 resource management technology tool to approve resource requests, PTO, CPE, etc.
- For the assigned business unit, 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 methodology for resource planning to support planning and prioritization decisions by both 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 practice using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as needed.
- 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 the assigned business unit and business leader(s).
- Strong knowledge of Microsoft Office, specifically strong Excel skills including pivot tables, macros, and the ability to summarize analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organization and time management skills to complete work accurately and in a timely manner.
- 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 or using workforce planning and resource management metrics to support staffing trends and unallocated resource visibility.
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 learning and development platforms
- Paid time off for employees to volunteer
Location
- Northeast region
- Remote role (remote work does not require duties to be performed within proximity of an office location, though in-person presence may be required with scheduled notice for client work, team meetings, or trainings).