Resource Management, Senior Specialist (Tax)

Overview

This role supports resource management planning for Tax within the South-West region, aligned to Pacific Time Zone business hours. The position is remote, but may require scheduled in-office presence with notice for client work, team meetings, or trainings.

Resource Management planning enables the organization to mobilize the right talent, at the right place, at the right time, and supports connected workforce planning areas including Employee Experience, Recruiting, Financial Planning, and Learning Development.

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 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 knowledge of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply the common methodology for resource planning so planning and prioritization decisions can be made 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 labor workforce planning aligns with 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 and basic data/logic/business cases to help others accept planning proposals and promote procedural best practices.
• Provide oversight of processes and technology as needed.
• Complete 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 to assigned business unit and business leader(s).
• Strong knowledge of Microsoft Office products, 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 use creative problem-solving techniques to provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Experience delivering monthly staffing metrics and improving visibility of unallocated resources.

Compensation & Benefits

In California, the salary range for a Resource Manager Senior Specialist (Tax) is $85,000 to $115,000. Actual compensation within the range will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws.

Compensation components may include 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 role (with possible scheduled in-office presence for client work, team meetings, or trainings with notice)