Firm Resource Manager

Key Responsibilities

• Manage staff scheduling and workload balancing across audit, tax, and advisory engagements.
• Work closely with partners and managers to anticipate staffing needs and resolve resource conflicts.
• MATCH assignments based on staff experience, technical strengths, career goals, and development opportunities.
• Monitor engagement deadlines and proactively adjust workloads to meet client expectations.
• Identify capacity constraints and recommend staffing solutions.
• Assist with onboarding, staff development, and utilization planning.
• Serve as a trusted advisor to firm leadership on staffing, scheduling, and operational efficiency.
• Serve as a central coordinator of firm resources.
• Support a collaborative culture that values teamwork, communication, and continuous improvement.

Requirements

• Bachelor’s degree in Accounting, Business Administration, Management, or related field preferred.
• Prior experience in resource management, scheduling, or project management required.
• Strong background in public accounting, consulting, or another professional services environment preferred.
• Strong understanding of CPA firm workflows (including billable hours and utilization metrics), busy seasons, and engagement cycles is a plus.
• Proven ability to manage complex schedules, competing priorities, and tight deadlines.
• Advanced analytical capabilities, including transforming data into meaningful insights, identifying trends, and effectively communicating findings clearly to leadership.
• Exceptional organizational and time management skills with the ability to manage competing priorities across multiple departments.
• Experience monitoring and managing utilization and capacity planning.
• Excellent communication and relationship management skills.
• Proficiency in practice management and project tracking tools, with advanced Excel and analytical skills to support capacity planning, utilization tracking, and reporting.

Benefits

• Health, Dental and Vision Insurance.
• Life Insurance.
• Short- & Long-Term Disability Insurance.
• Paid Time Off and Company Holidays.
• 401k with Employer Match.
• Paid Parental Leave.
• Accident and Critical Care Insurance.
• Employee Assistance Program (EAP).
• Bereavement Leave.
• Flexible Schedule & Summer Hours.
• Company Outings.
• Employee Incentives for New Clients and Employee Referrals.
• Continuing Professional Education (CPE).
• Professional Membership Dues.

About the Role

This role is ideal for someone who enjoys the operational side of public accounting or project management and strategic initiatives, has exceptional organizational skills, and finds satisfaction in helping others succeed.

Pay

N/A

Schedule

N/A

Skills

N/A

Qualifications

N/A