Resource Management, Senior Specialist (Tax)

Overview

This role supports resource management planning for a designated service line or geography within the Northeast region. The position is 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 variances 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 the assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain a strong understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply a common methodology for resource planning to support planning and prioritization decisions 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 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, promote procedural best practices, and support recommendations using basic data, logic, or a solid business case.
• Provide oversight of processes and technology being performed.
• Perform 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 units and business leaders.
• Strong knowledge of Microsoft Office products, specifically strong Excel skills, including the 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 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 and provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Review of “Universal Job Standards” is requested as part of the application process.

Compensation & Benefits

Salary is one component of the employer’s total rewards package, which includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

Northeast region. Remote role (work does not require proximity to an office location), with potential scheduled in-office presence for client work, team meetings, or trainings.