Resource Manager

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• 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.
• Right people assigned to the right work at the right time.
• Balanced workloads and improved utilization and leverage.
• Accurate demand forecasts and workforce capacity plans.
• Timely identification and resolution of staffing risks and conflicts.
• Greater visibility and transparency into workforce decisions and resource allocation.
• Consistent workforce planning that supports client service, operational efficiency, and business growth.
• Workforce planning, resource allocation, and capacity management.
• Workforce analytics, KPI reporting, and data-driven decision making.
• Forecasting, demand planning, and resource optimization.
• Stakeholder management, facilitation, negotiation, and conflict resolution.
• Strong business acumen, communication, and organizational skills.
• Process improvement, operational excellence, and workforce data governance.

• Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
• 5+ years of experience in Tax resource management at a CPA firm, 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 Pro Staff, 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.
• Strategic thinker with a strong operational mindset.
• Data-driven decision maker who uses analytics to improve workforce outcomes.
• Collaborative partner who builds alignment across leadership, operations, and client service teams.
• Effective communicator who navigates ambiguity and makes timely staffing decisions.
• Continuous improvement mindset