Overview
This role is for a Resource Management, Senior Specialist (Tax) position supporting the South-West region with Pacific Time Zone business hours.
This is a hybrid organization. The position is remote, meaning day-to-day responsibilities do not require work to be performed within proximity to an office. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Continuously 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 unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain an understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply common resource planning methodology to ensure planning and prioritization decisions can be made 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 help others accept planning proposals by promoting procedural best practice with basic data, logic, or a solid business case.
- Provide oversight for processes and technology where additional work is required.
- 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 and business leader(s).
- Strong knowledge of Microsoft Office, specifically strong Excel skills (including pivot tables, macros, and summarizing 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; 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
- Review of Universal Job Standards (as referenced in the original posting).
Compensation & Benefits
- California salary range: $85,000 to $115,000.
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Total rewards include 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 (may require occasional onsite presence with scheduled notice for client work, team meetings, or trainings)