Workflow & Resource Allocation Manager

Elliott Davis • Greenville, SC

1d

About The Position

The Workflow and Resource Allocation Manager manages and optimizes end-to-end production workflow across assigned Tax industry teams. The role is the central lead for staff deployment, capacity utilization, assignment sequencing, and strategic visibility into practice-wide production capacity, including manager workloads, reduced scheduling models, and multi-industry team allocations.

Using independent judgment, data analytics, and AI-enabled scheduling platforms, the Manager identifies bottlenecks, redistributes assignments, and adjusts project sequencing according to staff availability, technical skills, and firm priorities. With high autonomy and delegated authority, the Manager enforces workflow commitments, resolves competing priorities, and balances workloads to support turnaround-time, billable-hour, and revenue targets. The role also builds advisory relationships with industry leaders, engagement teams, and professionals to improve workforce efficiency, mitigate production risks, and support seamless delivery.

Requirements

• Bachelor’s degree in business administration, operations management, human resources, finance, or a related field preferred; equivalent professional experience will be considered.
• At least two years of experience in a Tax Support Administrator role preferred; other public accounting, scheduling, workflow, or production coordination experience will be considered.
• Strong attention to quality, accuracy, detail, and dependable follow-through.
• Ability to manage multiple priorities, maintain focus, and adjust plans as deadlines, staffing, and customer needs change.
• Excellent organizational, time-management, problem-solving, and prioritization skills.
• Ability to work independently and collaborate effectively across industries, engagement teams, and centralized support functions.
• Proficiency in Microsoft 365 and practice tax software, including CCH Axcess Tax, Scheduling and Workflow, CaseWare, and related systems.
• Ability to communicate clearly and professionally with personnel at all levels and with customers.
• Team-oriented approach.

Nice To Haves

• Bachelor’s degree in business administration, operations management, human resources, finance, or a related field.
• At least two years of experience in a Tax Support Administrator role.

Responsibilities

• Manage day-to-day production workflow for assigned industry teams, deploying staff, initiating project starts, and redistributing assignments according to capacity and deadlines.
• Analyze team capacity, upcoming review demands, reduced work schedules, and competing priorities to proactively restructure production schedules.
• Resolve resource conflicts and production bottlenecks by reassigning or resequencing workloads across practice areas.
• Enforce delivery accountability and turnaround times throughout preparation, review, and completion, actively managing handoffs and addressing delayed schedules.
• Coordinate team members supporting multiple sectors to prevent over-allocation, duplicate scheduling, and conflicting cross-industry commitments.
• Lead workflow briefings and routine team touchpoints; audit work in progress, anticipate disruptions, and make real-time schedule adjustments.
• Develop and implement recovery plans for aging, stalled, or at-risk work, escalating critical structural issues to leadership.
• Design onboarding workflows for new customers, including their positioning and resource mapping in the master production schedule.
• Support long-term scheduling and capacity planning by maintaining a predictive view of resources, commitments, seasonal workloads, and production demand.
• Develop proficiency in CCH Workflow Scheduler and other practice scheduling tools, maintain data integrity, and prepare workflow updates and production summaries for industry leadership.
• Perform other duties assigned within the scope of the practice.

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave.
• 8 weeks of paid parental leave.
• 4 weeks of paid caregiver leave, once eligible.
• Health and wellness benefits, including wellness coaching and mental health counseling.
• One-on-one professional coaching.
• Leadership and career development programs.
• Access to Beyond, a program offering personal and professional experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager