Overview
This role is for a Resource Management, Senior Specialist (Tax) position in the South-West region, working Pacific Time Zone business hours.
This is a hybrid firm with most professionals located within commuting distance of an office. This position is remote, meaning job duties do not require working within proximity of a firm office. 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 resource management (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 understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply the common methodology for resource planning to enable planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and resource activities, improving visibility of unallocated resources and increasing cross-sharing staffing activity.
- Ensure labor workforce planning aligns with 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 gain acceptance of planning proposals by promoting procedural best practice and using basic data, logic, or a solid business case.
- Support oversight of processes and technology.
- 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(s) and business leader(s).
- Strong knowledge of Microsoft Office, 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 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
Compensation & Benefits
- In California, the salary range for a Resource Manager Senior Specialist (Tax) is $85,000 to $115,000.
- Actual compensation within the range depends on skills, experience, qualifications, and location, and applicable employment laws.
- Salary is one component of a total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
- South-West region
- Pacific Time Zone business hours
- Remote (may require in-office presence with scheduled notice for client work, team meetings, or trainings)