Overview
This position is for a Resource Management, Senior Specialist (Tax) within the Northeast region.
This is a remote role. While remote employees are not required to perform job duties within proximity of a local office, you may be asked 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 resource management technology tool to approve resource requests, PTO, CPE, and related items.
- For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain a solid understanding of employees’ preferences related to 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 the labor workforce is efficiently planned according to operational requirements and resource management service level agreements.
- Communicate effectively both internally with team members and externally with vendors.
- Maintain working knowledge of resource management platforms.
- Use influence skills to help others accept planning proposals and promote procedural best practices using basic data, logic, or a solid business case.
- Provide additional oversight of processes and technology as needed.
- Perform 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 and business leader(s).
- Strong knowledge of Microsoft Office products, 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 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
- Experience delivering and interpreting workforce/staffing metrics and trends.
Compensation & Benefits
Salary is one component of the total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
- Northeast region
- Remote role (may require in-office presence with scheduled notice for client work, team meetings, or trainings)
Additional Information
- Equal opportunity employer committed to a diverse and inclusive workplace. Employment consideration is provided without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.
- Studies indicate some applicants may not apply unless they meet every qualification; candidates are encouraged to apply even if experience does not align perfectly with every qualification listed.