Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning for advisory, assurance, and tax services in the South-West region, aligned with Pacific Time Zone business hours. The position is remote, meaning routine duties do not need to be performed within proximity of an office; however, 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 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 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 the common methodology for resource planning to support planning and prioritization decisions 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.
• Use influence skills to help others accept planning proposals by promoting procedural best practice, supported by basic data, logic, or a solid business case.
• Provide oversight of processes and technology when assigned.
• Perform additional work 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 an assigned business unit and business leaders.
• 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, 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 to provide solutions.
• Up to 10% travel may be required as needed.

Preferred Qualifications

• Not specified.

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.
• 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 role (with possible scheduled on-site presence for client work, team meetings, or trainings).