Resource Management, Senior Specialist (Tax)

Overview

This role supports Resource Management planning to mobilize the right talent at the right place and the right time. The position is part of the Resource Management team in the Northeast region.

Work Location

Hybrid firm: most professionals are located within a commutable distance to an office. This position is considered remote, meaning it 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

• 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 units, understand specialization requirements, timing constraints, staffing continuity, and geographic considerations.
• Maintain knowledge of employees’ preferences regarding skills, interests, and career development opportunities.
• Apply common resource planning methodology to support planning and prioritization decisions by both cost and resource skills/interests.
• Deliver monthly metrics on staffing trends and resource activities to 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 practices, using basic data/logic or a solid business case.
• Provide oversight of processes and technology.
• Perform additional 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 Microsoft Office skills, specifically strong Excel skills, including 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-related activities accurately and on time.
• Exceptional communication, influencing, and analytical skills, including 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

• Not specified.

Compensation & Benefits

Salary is one component of a total rewards package that includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms
• Paid time off for employees to volunteer

Equal Opportunity

The organization is an equal opportunity employer committed to a diverse and inclusive team. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.