The Role
Manages workforce capacity, resource allocation, staffing, forecasting, utilization, and workload balancing for tax and audit engagements. Partners with practice leaders to resolve staffing conflicts, optimize resource deployment, maintain workforce data, and provide insights on demand, capacity, skills gaps, and hiring needs. Leads resource alignment meetings and supports workforce planning processes, reporting tools, and operational improvement initiatives.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
The Resource Manager aligns workforce capacity, skills, and availability with engagement demand. This role owns resource allocation, resolves staffing risks, improves utilization and leverage, and provides leadership with data-driven workforce insights to support operational and financial objectives. Responsibilities include staffing, capacity planning, forecasting, resource optimization, and cross-functional workforce coordination.
Key Responsibilities:
- 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.
Key Outcomes:
- 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.
Core Capabilities:
- 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.
Required Qualifications:
- Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
- 5+ years of experience in Tax or Audit resource management, 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.
Preferred Qualifications:
- 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 ProStaff, 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.
Perks/Benefits we offer for full-time team members:
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Skills Required
- Bachelor’s degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
- 5+ years of experience in Tax or Audit resource management, workforce planning, project staffing, operations, or a related discipline.
- Experience managing resource allocation, capacity planning, utilization, and workforce forecasting.
- Strong analytical skills and ability to interpret workforce, utilization, and operational performance data.
- Experience using workforce management, project management, scheduling, and reporting tools.
- 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 ProStaff, Power BI, Workday, Practice Engine, CCH Workflow, or similar platforms.
- Knowledge of utilization, leverage, forecasting, demand planning, and workforce optimization methodologies.
- Project Management Professional certification, workforce planning certification, or related credential.
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
