Resource Management, Senior Specialist (Tax)
About The Position
CohnReznick is seeking a Resource Management, Senior Specialist for its Tax team in the Northeast region. This remote role supports workforce planning and resource allocation, helping ensure the right talent is assigned to the right work at the right time. While the role does not require work near a CohnReznick office, the employee may be asked to attend an office for client work, team meetings, or training with scheduled notice. Up to 10% travel may be required. The Resource Management team connects workforce planning with employee experience, recruiting, financial planning, and learning and development. The team works to integrate processes, tools, and metrics and to keep planning aligned with changing business needs. The Senior Specialist monitors utilization and resource requests, supports staffing decisions for an assigned business unit, and reports on staffing trends and resource activity. The position requires sound judgment in balancing business requirements with employees’ skills, interests, preferences, and development opportunities. The role also contributes to process and technology oversight and other projects assigned by the Resource Management Center of Expertise.
Requirements
- Four-year undergraduate degree in Business Management or Administration, Accounting, or Finance.
- At least 3 years of Tax or Assurance resource management or workforce planning experience.
- Ability to apply resource management procedures and policies and translate them for the assigned business unit and its business leaders.
- Strong knowledge of Microsoft Office, especially Excel, including pivot tables, macros, and summarizing analytics with pivot charts.
- Solid understanding of financial statements and utilization metrics.
- Strong organizational and time-management skills to complete work accurately and on time.
- Exceptional communication, influencing, and analytical skills, including the ability to communicate tactfully and courteously using Microsoft PowerPoint.
- Strong oral presentation, listening, and influencing skills.
- Ability to use creative problem-solving techniques and provide solutions.
Responsibilities
- Monitor utilization levels against business plans for at least 75 professionals in an assigned service line or geography, identifying adverse variances and potential issues for resolution.
- Monitor the task list in the resource management technology tool and approve resource requests, PTO, CPE, and related items.
- Understand the assigned business unit’s specialization requirements, timing constraints, staffing continuity needs, and geographic considerations.
- Maintain an understanding of employees’ skills, interests, preferences, and career development opportunities.
- Apply the common resource-planning methodology so that planning and prioritization decisions account for cost, resource skills, and interests.
- Deliver monthly metrics on staffing trends and resource activities, improve visibility into unallocated resources, and increase cross-sharing staffing activity.
- Ensure the labor workforce is planned efficiently according to operational requirements and resource management service level agreements.
- Communicate effectively with internal team members and external vendors.
- Use influence to gain acceptance of planning proposals and promote procedural best practices, supported by data, logic, or a business case.
- Oversee assigned processes and technology activities.
- Complete other responsibilities and projects as directed by the Resource Management Center of Expertise.
Benefits
- Generous paid time off
- Flexible work environment
- Expanded and inclusive parental benefits
- Learning and development platforms
- Paid time off for employees to volunteer
- Discretionary performance bonus
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What This Job Offers
Job Type
Full-time
Career Level
Senior
