Overview
This role supports Resource Management planning for the Tax discipline in the Northeast region. The organization operates in a hybrid model; while the position is considered remote, scheduled notice may require in-office presence for client work, team meetings, or trainings.
Resource Management planning enables businesses to mobilize the right talent, at the right place, at the right time, and connects with 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 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 knowledge of employees’ preferences related to skills, interests, and career development opportunity preferences.
- Apply common resource planning methodology to ensure planning and prioritization decisions can be made 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 both 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 and using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as needed.
- Support additional projects and responsibilities 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 units and business leader(s).
- Strong knowledge of Microsoft Office products, including strong Excel skills (pivot tables, macros) and summarized 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 use creative problem-solving techniques to provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
- Experience delivering monthly staffing and utilization metrics.
- Familiarity with resource management platforms and workforce planning processes.
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
- Paid time off for employees to volunteer
Location
Northeast region. Remote role; may require in-office presence with scheduled notice for client work, team meetings, or trainings.