Resource Management, Senior Specialist (Tax)

Overview

This position supports resource management planning with an integrated workforce planning approach, helping mobilize the right talent at the right time across Advisory, Assurance, and Tax.

A hybrid work model is used. This role is considered remote and does not require job duties 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.

Location

• Region: South-West
• Work hours: Pacific Time Zone
• Travel: Up to 10%

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 an understanding of employees’ preferences regarding skills, interests, and career development opportunities preferences.
• Use common methodology for resource planning so 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 internally with team members and externally with vendors.
• Maintain working knowledge of resource management platforms.
• Apply influence skills to help others accept planning proposals and promote procedural best practices using basic data, logic, or a solid business case.
• Provide additional oversight of processes and technology as needed.
• 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 assign business unit and business leader(s).
• Strong Microsoft Office skills, 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 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 to provide solutions.

Compensation & Benefits

• California salary range: $85,000 to $115,000
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• Total rewards include:
  • Discretionary performance bonus
  • Generous paid time off
  • Expanded and inclusive parental benefits
  • Access to learning and development platforms

Equal Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive team and will provide consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not discriminate on the basis of disability.