Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning within the Tax team for the Northeast region. The organization is a hybrid employer; while the position is considered remote, remote employees may be asked to attend an office with scheduled notice for client work, team meetings, or trainings.

Resource Management enables businesses to mobilize the right talent, at the right place, at the right time. The role is linked with Employee Experience, Recruiting, Financial Planning, and Learning Development planning.

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, and related items.
• For assigned business units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply a common methodology for resource planning to ensure planning and prioritization decisions can be made 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.
• Apply influence skills to help others accept planning proposals by promoting procedural best practice, using basic data/logic or a solid business case.
• Support oversight of processes and technology.
• 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 and macros and summarize analytics via pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organization and time management skills to ensure accurate and timely completion of work-related activities.
• 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 applying resource management planning methodologies across cost and resource skill/interest factors.

Compensation & Benefits

Compensation is one component of a total rewards package that includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

• Northeast region
• Remote (may require scheduled in-office attendance for client work, team meetings, or trainings).