Overview
This role is part of the Resource Management team and supports workforce planning for tax, assurance, and advisory service lines.
The position is based in the South-West region and works Pacific Time Zone business hours. This is a remote role; job duties do not require work performed in proximity to an office location. 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 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 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 an understanding of employees’ preferences related to skills, interests, and career development opportunities.
- Apply the common resource planning methodology to support planning and prioritization decisions by both cost and resource skills/interests.
- Deliver monthly metrics on staffing trends and resource activities; improve visibility of unallocated resources and increase 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 encourage acceptance of planning proposals by promoting procedural best practices, using basic data, logic, or a solid business case.
- Provide additional oversight where processes and technology are being performed.
- Support other responsibilities and projects as directed by the resource management center of expertise.
Requirements
- 4-year undergrad degree in Business Management/Administration OR a 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 leaders.
- Strong knowledge of Microsoft Office, 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 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 exercise 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 skills, experience, qualifications, and location, and applicable employment laws.
Compensation 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 (with possible scheduled office presence for client work, team meetings, or trainings)