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Job Description
Work with a nationally ranked CPA and advisory firm that is passionate for what's next.
Key Responsibilities
- Allocate resources based on skills, experience level, availability, timing, and engagement requirements.
- Partner with practice leaders, job managers, and resource pod leaders to balance workloads and align staffing with client commitments.
- Monitor capacity, utilization, leverage, scheduled-versus-actual performance, and forecast accuracy; identify risks, trends, and improvement opportunities.
- Resolve staffing conflicts, urgent resource needs, delays, and workload imbalances while communicating decisions and schedule changes effectively.
- Maintain accurate resource plans, schedules, open needs, placeholders, skills inventories, and workforce data across resource management systems.
- Lead recurring resource alignment meetings focused on supply and demand, staffing decisions, cross-utilization, forecasting, and workforce risks.
- Manage workforce forecasting and capacity planning to identify future demand, skills gaps, staffing requirements, and hiring needs.
- Coordinate cross-pod, onshore, offshore, outsourced, and integration-related staffing activities to optimize resource deployment.
- Oversee preparation pools and unassigned-work queues to ensure timely staffing and workload progression.
- Support adoption of workforce planning processes, reporting tools, resource management systems, and strategic workforce planning initiatives.
Requirements
- Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
- 5+ years of experience in Tax or Audit resource management , workforce planning, project staffing, operations, or a related discipline.
- Experience managing resource allocation, capacity planning, utilization, and workforce forecasting.
- Strong analytical skills with the ability to interpret workforce, utilization, and operational performance data.
- Experience using workforce management, project management, scheduling, and reporting tools.
- Demonstrated ability to influence stakeholders, balance competing priorities, and resolve staffing conflicts.
- Strong communication, facilitation, relationship management, and problem-solving skills.
- Experience in professional services, consulting, accounting, tax, audit, or another project-based environment.
- Experience with strategic workforce planning, skills inventory management, and capacity modeling.
- Experience with ProStaff, Power BI, Workday, Practice Engine, CCH Workflow, or similar workforce and reporting platforms.
- Knowledge of utilization, leverage, forecasting, demand planning, and workforce optimization methodologies.
- Project Management Professional (PMP), workforce planning certification, or related credential.
Ready to Apply?
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