Overview
This role is for a Resource Management, Senior Specialist (Tax) supporting the organization’s Northeast region. The firm operates in a hybrid work model; this position is considered remote, meaning day-to-day duties do not need to be performed within proximity of a firm office. Remote employees may be asked 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, and related items.
- For assigned business units, understand specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
- Maintain a solid understanding of employee preferences related to skills, interests, and career development opportunities preferences.
- Use common resource planning methodology to support planning and prioritization decisions based on both cost and resource skills and 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 efficiently with 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.
- Apply influence skills to help others accept planning proposals by promoting procedural best practice and using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as additional work requires.
- Complete 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 units and business leaders.
- 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-related activities 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 use creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required as needed.
Preferred Qualifications
Compensation & Benefits
Salary is one component of the total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to best-in-class learning and development platforms
- Paid time off for employees to volunteer
Location
- Northeast region
- Remote role (not required to perform duties within proximity of a firm office), with possible scheduled in-office presence for client work, team meetings, or trainings.