Overview
The organization is seeking a Resource Management, Senior Specialist (Tax) for the South-West region, working Pacific Time Zone business hours.
This is a remote position. Remote employees are not required to perform job duties near an office location, but may be required to be present at an office with scheduled notice for client work, team meetings, or trainings. Most professionals are located within commutable distance of an office.
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 RM technology tool to approve resource requests, PTO, CPE, etc.
- For assigned business unit(s), understand specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
- Maintain a strong understanding of employees’ preferences regarding skills, interests, and career development opportunities.
- Apply the common methodology for resource planning to enable planning and prioritization decisions based on cost and resource skills/interests.
- Deliver monthly metrics on staffing trends/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 with team members internally and with vendors externally.
- Use and maintain a working knowledge of resource management platforms.
- Apply influence skills to gain acceptance of planning proposals by promoting procedural best practices using basic data, logic, or a strong business case.
- Provide oversight of processes and technology being performed.
- Complete additional responsibilities and projects as directed for 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 the 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 the ability to communicate effectively, tactfully, and courteously using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to use creative problem-solving techniques and provide solutions.
- Up to 10% travel may be required, as needed.
Preferred Qualifications
- Review of the organization’s Universal Job Standards is referenced in the application materials.
Compensation & Benefits
- In California, the salary range for this role is $85,000 to $115,000.
- Actual compensation within the range will depend on skills, experience, qualifications, location, and applicable employment laws.
- Total rewards include:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
- South-West region
- Pacific Time Zone business hours
- Remote (with possible scheduled in-office presence for client work, team meetings, or trainings)