Position 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.
- 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.
Qualifications:
- Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
- 5+ years of experience in Tax 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.
- 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.
- 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
Skills Required
- Bachelor's degree in Business, Human Resources, Operations, Finance, Project Management, or a related field.
- 5+ years of experience in tax 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 (PMP), 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.
Aprio Insights
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.









