Overview
This role supports resource management planning within the Tax practice area for the organization’s South-West region, working Pacific Time Zone business hours.
This is a hybrid firm; however, the position is considered remote and does not require job duties 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.
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 within Advisory, Assurance and Tax.
- Monitor the task list in the resource management (RM) technology tool to approve resource requests, PTO, CPE, etc.
- For an assigned business unit, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
- Maintain an understanding of employees’ preferences related to skills, interests, and career development opportunities.
- Use 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, 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 practices using basic data, logic, or a solid business case.
- Support 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 and macros and summarize analytics via pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organizational and time management skills to complete work activities accurately and on time.
- Exceptional communication, influencing, and analytical skills, including communicating 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 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, as well as applicable employment laws.
- Salary is one component of the total rewards package, which 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 position (may require scheduled presence at an office for client work, team meetings, or trainings)
Additional Information
- Upfront qualifications may not match every applicant profile; applicants are encouraged to apply even if experience does not align perfectly with every qualification.
- Equal opportunity employer committed to a diverse and inclusive workplace; all qualified applicants will receive consideration without regard to protected characteristics.