Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning with an integrated workforce planning mindset, helping the business mobilize the right talent at the right time while improving visibility and staffing continuity across Advisory, Assurance, and Tax.

The position is part of the Resource Management team (Senior Specialist, Tax) for the South-West region and works Pacific Time Zone business hours.

This is a hybrid/remote role. While it is considered remote and does not require duties to be performed within proximity of an office location, scheduled notice may be required to be present at an office 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; highlight adverse variance and potential issues for resolution.
• Monitor the task list in the resource management technology tool to approve resource requests, PTO, CPE, etc.
• For assigned business unit(s), understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply common resource planning methodology 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 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 practices supported by basic data, logic, and/or a solid business case.
• Provide oversight of processes and technology as assigned.
• Complete 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(s) 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 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

• Experience delivering monthly staffing/utilization metrics and improving visibility of unallocated resources.

Compensation & Benefits

• In California, the salary range for this position is $85,000 to $115,000.
• Actual compensation within the range will depend on skills, experience, qualifications, and location, and applicable employment laws.
• Compensation includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development.

Location

• South-West region
• Pacific Time Zone business hours
• Remote position (with scheduled notice possible for client work, team meetings, or trainings).