Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning for Advisory, Assurance, and Tax. The position is part of the Resource Management team and is located in the South-West region, working Pacific Time Zone business hours.

This is a hybrid-eligible/remote role. While most professionals are located within commuting distance of an office, this position is considered remote and does not require duties 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 assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain understanding of employees’ preferences regarding skills, interests, and career development opportunity preferences.
• Use common resource planning methodology to enable planning and prioritization decisions by cost and resource skills/interests.
• Deliver monthly metrics on staffing trends and resource activities; 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.
• Use working knowledge of resource management platforms.
• Apply influence skills to help others accept planning proposals and procedural best practices using basic data, logic, or a solid business case.
• Support oversight of processes and technology as assigned.
• 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 unit and business leader(s).
• Strong knowledge of Microsoft Office, specifically strong Excel skills (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-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 exercise creative problem-solving techniques and provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• In California, the salary range for this role is $85,000 to $115,000. Actual compensation within the range depends on skills, experience, qualifications, and location, and applicable employment laws.
• Total rewards 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 (may require presence at an office with scheduled notice for client work, team meetings, or trainings)

Equal Opportunity

Equal opportunity employer committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against based on disability.

Accommodation

If you are an individual with a disability and need assistance during the recruitment process, request accommodations through the designated accommodations contact.