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Resource & Workflow Manager (Public Accounting Firm)
Resource & Workflow Manager (Public Accounting Firm)
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Resource & Workflow Manager (Public Accounting Firm)
Top Benefits
About the role
Business address: 1055 Eglinton Ave W, York, ON M6C 2C9
Location of work: York, Ontario
Language of work: English
Employment Type: Full-Time (35 hours per week) permanent, In-office
Salary: $66,000 CAD annually
About the Role
We are seeking a highly organized, digitally proficient Resource & Workflow Manager with exceptional people skills to join our dynamic team in a fast-paced public accounting environment. This role is critical to ensuring the efficient allocation of staff resources across a variety of assurance and tax engagements, while driving system accuracy and continuous process improvement.
Key Responsibilities
• Staff Planning & Scheduling: Manage and coordinate workloads for over 70 team members, including CPAs, CPA students, co-op students, and accounting technicians. Align resource planning with engagement deadlines, staff availability, and individual skill sets.
• Engagement Allocation: Assign work across audit, review, compilation, and tax-only engagements based on staff expertise and engagement complexity. Maintain a deep understanding of public accounting workflows.
• Capacity Forecasting: Utilize tools such as Caseware, Taxprep, iFirm, and Power BI to forecast staff bandwidth 6–12 months in advance and proactively identify resourcing gaps or overallocations
• System Management: Ensure accurate and time entry, job tracking, and engagement setup in iFirm. Maintain data integrity to support effective decision-making and operational reporting.
• Reporting & Analysis: Prepare regular and ad hoc reports for partners and senior leadership, providing insights into team utilization, job progress, and workflow efficiency.
• Training & Support: Train new and existing staff on workflow tools, job tracking systems, and process updates. Serve as a point of contact for troubleshooting and user support.
• Process Improvement: Continuously evaluate and enhance workflow processes and standard operating procedures (SOPs). Document best practices and implement process enhancements.
• Confidentiality & Discretion: Handle sensitive staff performance and resourcing data with strict confidentiality and professionalism.
Qualifications
• Bachelor’s degree combined with 3-5 years of relevant experience in fast-paced environment, ideally in operations, administration, or a similar field.
• Minimum of 3 years of experience in resource coordination, operations, or workflow at a managerial level (preferably within a mid-sized public accounting firm)
• Strong working knowledge of iFirm, Caseware, and Taxprep; advanced Excel and Power BI skills preferred
• Excellent interpersonal skills and ability to communicate effectively across all levels of the organization
• Exceptional organizational, analytical, and communication skills
• Proven ability to manage multiple priorities and meet tight deadlines
• High attention to detail and data accuracy
• Experience training staff and documenting workflows is an asset
Why Join Us?
• Collaborative and inclusive firm culture
• Opportunities for professional development
• Competitive compensation and benefits package
• Summer BBQs and half day Summer Fridays
About FRUITMAN KATES LLP
Fruitman Kates LLP is a Toronto-based firm of professional accountants and financial professionals with over 50 years of experience. They offer a broad spectrum of accounting and financial services primarily to the private sector, including assurance, tax and advisory services (personal, corporate, international), business valuations, forensics, litigation support, succession and estate planning, non-resident services, and business consulting. Their goal is to help clients minimize risks, capitalize on opportunities, and navigate complex financial and tax regulations.