Resource Management, Senior Specialist (Tax)

Overview

This position is for a Resource Management, Senior Specialist (Tax) role within the South-West region, operating during Pacific Time Zone business hours.

The organization is a hybrid employer. While this role is remote (no requirement to perform duties near an office location), 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 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 a solid understanding of employee preferences regarding skills, interests, and career development opportunities.
• Understand common resource planning methodology to support planning and prioritization decisions by 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 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.
• Apply influence skills to help others accept planning proposals by promoting procedural best practice using basic data, logic, or a solid business case.
• Provide additional oversight of processes and technology when needed.
• Support other responsibilities and projects as directed by the resource management center of expertise.

Requirements

• 4-year undergrad degree in Business Management/Administration or a 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, with 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 timely.
• Exceptional communication, influencing, and analytical skills, including effective, tactful, and courteous communication 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.

Compensation & Benefits

• California salary range: $85,000 to $115,000. Actual compensation within the range depends on skills, experience, qualifications, and location, and applicable employment laws.
• Salary is one component of a total rewards package, which includes:
  • Discretionary performance bonus
  • Generous paid time off
  • Expanded and inclusive parental benefits
  • Access to learning and development platforms

Location

• South-West region
• Pacific Time Zone business hours
• Remote (remote duties do not require proximity to an office location), with possible in-office presence with scheduled notice for client work, team meetings, or trainings.

Additional Information

• In addition to qualifications listed above, candidates are encouraged to apply even if they do not meet every qualification exactly.
• Equal opportunity employer committed to a diverse and inclusive workplace; all qualified applicants receive consideration without regard to protected characteristics.
• If you are an individual with a disability and need assistance during the recruitment process, you may request accommodations through the designated accessibility contact for disability assistance.