Overview
This role supports Resource Management planning for the Tax practice within the South-West region, working Pacific Time Zone business hours.
The position is considered remote. While job duties do not require working within proximity of an office, remote employees may be asked to be present at an office with scheduled notice for client work, team meetings, or trainings.
Resource Management planning enables the business to mobilize the right talent, at the right place, at the right time. It is integrated with Employee Experience, Recruiting, Financial Planning, and Learning Development planning.
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, and CPE.
- 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 the common methodology for resource planning to enable planning and prioritization decisions by both 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 support acceptance of planning proposals by promoting procedural best practices, using basic data, logic, or a solid business case.
- Provide 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 units 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-related activities accurately and on time.
- Exceptional communication, influencing, and analytical skills, including effective, tactful, and courteous communication using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to use 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 will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws.
- Salary is one component of a total rewards package that includes 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 (may require presence at an office with scheduled notice for client work, team meetings, or trainings).