Overview
This position is a Resource Management, Senior Specialist (Tax) role supporting the South-West region with Pacific Time Zone business hours.
This is a hybrid organization; most professionals are located within a commutable distance to an office. While this role is considered remote (remote work is not required to be performed within proximity of an 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, 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 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 a common methodology for resource planning to support 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 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 practice using basic data, logic, or a solid business case.
- Provide oversight of processes and technology as needed.
- 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 an assigned business unit 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 accurately and timely.
- 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
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, as well as applicable employment laws.
Benefits include:
- 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 role (remote duties do not require proximity to an office, though occasional on-site presence may be required with scheduled notice for client work, team meetings, or trainings).