Resource Management, Senior Specialist (Tax)

Overview

This organization is seeking a Resource Management, Senior Specialist (Tax) to support the South-West region working Pacific Time Zone business hours.

This is a hybrid role. While the position is considered remote (it does not require duties 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 enables the business to mobilize the right talent at the right place and time, aligned 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 (RM) 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 an understanding of employees’ preferences related to skills, interests, and career development opportunities.
• Apply the common methodology for resource planning to support decisions based on 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 labor workforce planning is efficient and aligned 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, promoting procedural best practices with basic data/logic or a solid business case.
• Support 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 units and business leader(s).
• Strong knowledge of Microsoft Office products, 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 activities accurately and on time.
• Exceptional communication, influencing, and analytical skills, including effective, tactful, and courteous communication 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.

Compensation & Benefits

• California salary range: $85,000 to $115,000
• Actual compensation within the range will depend on skills, experience, qualifications, 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 with possible in-office presence required with scheduled notice for client work, team meetings, or trainings.