Overview
This position is a Resource Management, Senior Specialist (Tax) role in the South-West region, supporting Pacific Time Zone business hours.
The organization operates on a hybrid model. This role is remote, meaning routine job duties do not need to be performed within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Resource Management planning supports mobilizing the right talent at the right time and is closely linked with Employee Experience, Recruiting, Financial Planning, and Learning Development planning.
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, highlighting adverse variance and potential issues for resolution.
- Monitor the task list in the resource management technology tool to approve resource requests, PTO, CPE, etc.
- For assigned business unit(s), understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain a solid understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Use common resource planning methodology to support planning and prioritization decisions by cost and resource skills/interests.
- Deliver monthly metrics on staffing trends/resource activities to improve visibility of unallocated resources and increase cross-sharing staffing activity.
- Ensure labor workforce planning aligns with operational requirements and resource management service level agreements.
- Communicate effectively with internal team members and externally with vendors.
- Maintain working knowledge of resource management platforms.
- Influence others to accept planning proposals by promoting procedural best practices using basic data, logic, or a solid business case.
- Participate in additional oversight of processes and technology as needed.
- 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(s) and business leader(s).
- Strong knowledge of Microsoft Office, specifically Excel, with 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 activities 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
Compensation & Benefits
- In California, the salary range for this role is $85,000 to $115,000.
- Actual compensation within the range depends on skills, experience, qualifications, and 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 in-office presence with scheduled notice for client work, team meetings, or trainings)
Equal Employment Opportunity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.