Overview
This role supports Resource Management planning for Tax within the organization’s Northeast region. The employer operates on a hybrid model; however, this position is considered remote, meaning day-to-day duties do not need 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 for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax, highlighting adverse variance and potential issues for resolution.
- Monitor the task list in the RM technology tool to approve resource requests, PTO, CPE, and related items.
- For the assigned business unit, understand specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
- Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply common resource planning methodology to support planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and 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 both internally with team members and externally with vendors.
- Use working knowledge of resource management platforms.
- Apply influence skills to help others accept planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
- Provide oversight of processes and technology when needed.
- 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 an assigned business unit and business leader(s).
- Strong knowledge of Microsoft Office products, specifically strong Excel skills, including pivot tables, macros, and the ability to 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 timely.
- 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.
- Up to 10% travel may be required as needed.
Preferred Qualifications
- Familiarity with end-to-end workforce planning integration across Employee Experience, Recruiting, Financial Planning, and Learning Development planning.
- Experience shaping workforce planning processes/tools/metrics toward unified resource management approaches.
Compensation & Benefits
Compensation is one component of a total rewards package that includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
- Northeast region
- Remote (may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings)