Tax Resource Management Specialist

5872

Practice Management
Charlotte
Tax

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!   

We currently have an exciting career opportunity for a Tax Resource Management Specialist to join the team in our Mid-Atlantic Tax Region.

WHY COHNREZNICK?  

  • Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together (July 4th week and Thanksgiving week).  
  • Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child.  
  • Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home.   
  • Diversity & Inclusion: Whether it’s through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in.   
  • Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure.   
  • Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs.   
  • Wellness resources: Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members’ mental and physical well-being.   
  • Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice.  
  • The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to.  

YOUR ROLE.   

Responsibilities include but not limited to:  

  • Continually monitor utilization levels against business plans, highlighting adverse variance and potential issues for resolution for a minimum of 75 professionals for a designated service line or geography in Advisory, Assurance and Tax.
  • Monitor the task list in our RM technology tool to approve resource requests, PTO, CPE etc.
  • For assigned business unit, understand specialization. requirements, timing constraints, staffing continuity and geographic considerations.
  • Maintain a solid understanding of employees’ preferences with regards to skills, interests, career development opportunities preferences.
  • Solid understanding of the common methodology for resource planning to ensure that planning and prioritization decisions can be made by both cost and resource skills and 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 the operational requirements and resource management service level agreements.
  • Effective communication internally with team members and externally with vendors.
  • Working knowledge of resource management platforms.
  • Apply influence skills on others to accept planning proposals, when promoting procedural best practice, using basic data, logic or a solid business case.
  • Additional work will include oversight of processes and technology is being performed.
  • Other responsibilities and projects as directed the resource management center of expertise.

YOUR EXPERIENCE.   

The successful candidate will have:  

    • 4-year undergrad degree in Business Management/Administration or 4-year undergrad degree in accounting or finance.
    • Minimum of 1- 2 years of relevant resource management or workforce planning experience, and/or 1-2 years as an assurance or tax client service professional.
    • Apply resource management procedures and policies with the ability translate to assign business unit and business leader(s).
    • Strong knowledge of Microsoft Office products, specifically strong excel skills and 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 ensure that work related activities are completed in an accurate and timely manner.
    • Strong organizational skills, including the ability to prioritize work in an efficient manner.
    • Excellent verbal and written communication skills, including the ability to communicate effectively, tactfully, and courteously using Microsoft PowerPoint.
    • Must be able to exercise creative problem-solving techniques and provide solutions.
    • Up to 10% Travel may be required as needed

    After reviewing this job posting, are you hesitating to apply because you don’t meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.   

    You may be just the right candidate for this or one of our other roles.  

    #CB #LI #LI-SW1 #LI-Remote

    This opportunity is closed to applications.