Resource Management, Senior Specialist (Tax)

Overview

This role supports resource management planning for a designated service line or geography across Advisory, Assurance, and Tax. The position is in the South-West region and operates on Pacific Time Zone business hours.

This is a remote role. While remote work does not require performing duties within proximity of an office location, scheduled attendance at an office may be required with 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 resource management (RM) technology tool to approve resource requests, PTO, CPE, and related items.
• For assigned business units, understand specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunity preferences.
• Use the common methodology for resource planning to support planning and prioritization decisions based on 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 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.
• Apply influence skills to support acceptance of planning proposals by promoting procedural best practices and using basic data, logic, or a solid business case.
• Provide oversight of processes and technology when needed.
• Complete 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 advanced 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 ensure work is completed 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 use creative problem-solving techniques to provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• In California, the salary range for Resource Manager Senior Specialist (Tax) is $85,000 to $115,000.
• Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
• Total rewards package 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 position (may require scheduled presence at an office with notice for client work, team meetings, or trainings)