Pinion is a Top 60 accounting and advisory firm committed to serving clients, developing employees, and supporting the local community. Just as a pinion gear system drives motion, we deliver powerful strategies and thought leadership that drives businesses forward. We are adding a Workforce Planning Specialist to our Resource Management (RM) team. By combining the use of great tools and technologies with deep understanding of the firms resources, the RM team helps to deliver both career satisfaction and development for employees and a fantastic experience for the firms clients. Were looking for someone whos got the magic touch when it comes to aligning the right people to the right projects at the right time. Your role will involve harmonizing schedules that align our tax and audit professionals talents and distinct abilities with our diverse projects, enhancing productivity and career satisfaction. What you’ll be doing: Interact with market leaders and staff to understand scope of project work, identify needed resources, and determine staff assignments. Monitor schedules daily to ensure staff are effectively utilized to support the achievement of financial plans for the business by reviewing available resources and facilitating necessary adjustments ensuring the alignment of resources based on experience, industry, technical expertise, and geography when appropriate. Make decisions on staffing issues by working with all levels within the engagement team to find solutions for workload balancing and accommodation of client due dates. Act as a resource and point of contact to mediate scheduling conflicts that develop and resolve resource needs. Generate scheduling, utilization and forecasting reports as needed. Monitor productivity, scheduling conflicts, team leverage, availability, travel, and non-charge hours. Monitor preparer pools and workflow of projects and clients. Collaborate with client project teams to understand their business needs and ensure Firm scheduling processes and protocols are being followed. Ensure compliance with leadership’s priorities around capacity, client needs/budgets, engagement profitability, growth, and staff development. Work directly with Resource Leader, Talent Advisors, Technical Mentors, and staff regarding productivity, training, staffing issues and other concerns. Assist in the development and implementation of scheduling process improvements and provide information for short-term and longer-term strategic decisions. Implements strategies to increase market specialization and achieve business goals. Communicate with Resource Leader regarding future needs versus availability, potential staffing issues, and other information to allow the effective deployment of resources. Proof, edit and check work for completeness, accuracy and formatting. Verify that scheduling, reporting and other related information is current and accurate. What you’ll need for this position: 2+ years of resource management experience and/or serving clients as a tax or audit professional Strong written and verbal communication skills, ability to communicate both written and verbally with diverse audiences at all levels of the organization Effective organization and time management and ability to manage multiple tasks at once with a strong attention to detail Ability to respond positively to changing and urgent circumstances, seek and implement change to drive business improvement, serve as a change advocate Critical thinking, analysis, and problem-solving skills Process driven and ability to help train/drive/develop processes to create unity and consistency across all offices within various functions and markets Conflict resolution skills, including the abilities to negotiate and influence others Ability to work both independently and collaboratively with larger teams Proficient in Microsoft Office, specifically Excel This role is not eligible for sponsorship What’s in it for you: Remote, hybrid or in-office work environment Firm wide influence, fulfillment, and a collaborative team approach A people-centered culture with fun included among our core firm values Robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm Pinion offers a competitive compensation and benefits package, including health, dental, vision, life and disability insurance, 401k, profit sharing, paid holidays, flexible work arrangements, and paid leave Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $60,000 to $75,000. Remote Eligibility: This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list. Colorado Residents: In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer. EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. Attest services are provided by KCoe Isom, LLP, a licensed CPA firm. ## LI-remote Application Deadline 1/3/2025

What you’ll be doing: Interact with market leaders and staff to understand scope of project work, identify needed resources, and determine staff assignments. Monitor schedules daily to ensure staff are effectively utilized to support the achievement of financial plans for the business by reviewing available resources and facilitating necessary adjustments ensuring the alignment of resources based on experience, industry, technical expertise, and geography when appropriate. Make decisions on staffing issues by working with all levels within the engagement team to find solutions for workload balancing and accommodation of client due dates. Act as a resource and point of contact to mediate scheduling conflicts that develop and resolve resource needs. Generate scheduling, utilization and forecasting reports as needed. Monitor productivity, scheduling conflicts, team leverage, availability, travel, and non-charge hours. Monitor preparer pools and workflow of projects and clients. Collaborate with client project teams to understand their business needs and ensure Firm scheduling processes and protocols are being followed. Ensure compliance with leadership’s priorities around capacity, client needs/budgets, engagement profitability, growth, and staff development. Work directly with Resource Leader, Talent Advisors, Technical Mentors, and staff regarding productivity, training, staffing issues and other concerns. Assist in the development and implementation of scheduling process improvements and provide information for short-term and longer-term strategic decisions. Implements strategies to increase market specialization and achieve business goals. Communicate with Resource Leader regarding future needs versus availability, potential staffing issues, and other information to allow the effective deployment of resources. Proof, edit and check work for completeness, accuracy and formatting. Verify that scheduling, reporting and other related information is current and accurate.

What you’ll need for this position: 2+ years of resource management experience and/or serving clients as a tax or audit professional Strong written and verbal communication skills, ability to communicate both written and verbally with diverse audiences at all levels of the organization Effective organization and time management and ability to manage multiple tasks at once with a strong attention to detail Ability to respond positively to changing and urgent circumstances, seek and implement change to drive business improvement, serve as a change advocate Critical thinking, analysis, and problem-solving skills Process driven and ability to help train/drive/develop processes to create unity and consistency across all offices within various functions and markets Conflict resolution skills, including the abilities to negotiate and influence others Ability to work both independently and collaboratively with larger teams Proficient in Microsoft Office, specifically Excel This role is not eligible for sponsorship What’s in it for you: Remote, hybrid or in-office work environment Firm wide influence, fulfillment, and a collaborative team approach A people-centered culture with fun included among our core firm values Robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm Pinion offers a competitive compensation and benefits package, including health, dental, vision, life and disability insurance, 401k, profit sharing, paid holidays, flexible work arrangements, and paid leave Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $60,000 to $75,000. Remote Eligibility: This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list. Colorado Residents: In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer. EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. Attest services are provided by KCoe Isom, LLP, a licensed CPA firm. ## LI-remote