Job Description
About the Role
We are seeking a highly organized, digitally proficient Resource & Workflow Manager with exceptional people skills to join our dynamic team in a fast-paced public accounting environment. This role is critical to ensuring the efficient allocation of staff resources across a variety of assurance and tax engagements, while driving system accuracy and continuous process improvement.
Key Responsibilities
- Staff Planning & Scheduling: Manage and coordinate workloads for over 70 team members, including CPAs, CPA students, co-op students, and accounting technicians. Align resource planning with engagement deadlines, staff availability, and individual skill sets.
- Engagement Allocation: Assign work across audit, review, compilation, and tax-only engagements based on staff expertise and engagement complexity. Maintain a deep understanding of public accounting workflows.
- Capacity Forecasting: Utilize tools such as Caseware, Taxpre...