Resource Planning Specialist - Public Accounting
Responsibilities
- Oversight of the scheduling function for the Tax Service Line, including long-term and day-to-day resource planning, job assignments, reassignments, and resource pool management.
- Development and management of weekly staffing commitments for resource pools, monitoring utilization and workload capacity, and collaboration with leaders to ensure assignments are appropriately staffed and progressing as planned.
- Cross-functional coordination of resource allocation across teams, balancing workloads, client deadlines, employee preferences, and industry specialization to maximize efficiency and service delivery.
- Monitoring of staffing demands and scheduling conflicts, proactive identification and resolution of resource constraints to support client service objectives.
- Optimization of offshore and shared-service staffing, ensuring effective utilization and alignment with operational needs.
- Utilization of project management and continuous improvement methodologies (e.g., Lean Six Sigma) to improve resource management processes and workforce planning initiatives.
- Optimization of charge hour attainment, capacity management, and overall resource utilization while promoting equitable workload distribution across the service line.
- Support for the operational integration of merged or acquired firms, including workforce planning, resource alignment, and adoption of firm resource management processes.
- Fostering cross-functional collaboration and continuous improvement while helping align resource management practices with the firm's strategic goals and growth initiatives.
Requirements
- A minimum bachelor's degree in accounting or business or related field.
- A minimum of three years of public accounting experience and/or tax operations management.
- Demonstrated leadership experience with successful management of teams greater than 100 employees.
- Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems.
Qualifications
- Documented leadership experience with demonstrated success managing teams greater than 100 employees.
- Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems.
Skills
- Project management and continuous improvement methodologies (e.g., Lean Six Sigma).
- Public accounting systems and relevant platforms (examples: Workday, Power, BI, Monday.com).
Benefits
The salary range for this position is between $65,000 and $75,000 and is commensurate with experience.
Pay
The salary range for this position is between $65,000 and $75,000 and is commensurate with experience.
Schedule
Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday. Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needs. We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times.
Company Information
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. Our firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.
In the fast-changing accounting industry, Bonadio is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to a variety of work, have the ability to help clients succeed, and be able to pave your own path forward.