Overview
This role supports resource management for tax services within the organization’s Northeast region. The organization follows a hybrid work model; this position is considered remote, meaning daily job duties do not need to be performed near an office location. Remote employees may be required to visit 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 organization’s 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.
- Apply common resource planning methodologies to support planning and prioritization decisions by both cost and resource skills and interests.
- Deliver monthly metrics on staffing trends and 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.
- Use influence skills to help others accept planning proposals by promoting procedural best practices with basic data, logic, or a solid business case.
- Provide oversight of processes and technology as assigned.
- Perform 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 assigned business unit and business leader(s).
- Strong knowledge of Microsoft Office products, specifically strong Excel skills, including 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 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
- Experience delivering monthly staffing and utilization reporting.
- Experience working across Advisory, Assurance, and Tax resource planning activities.
Compensation & Benefits
Salary is one component of the organization’s total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.
Location
Remote role supporting the Northeast region. While remote, scheduled notice office presence may be required for client work, team meetings, or trainings.