Top Benefits
Competitive compensation and benefits package
Opportunities for professional development
Collaborative and inclusive firm culture
About the role
POSTED NOVEMBER 06, 2025
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
Contact Details
Elina Hernandez Batista
Email: elinab@fkllp.ca
Top Benefits
Competitive compensation and benefits package
Opportunities for professional development
Collaborative and inclusive firm culture
About the role
POSTED NOVEMBER 06, 2025
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
Contact Details
Elina Hernandez Batista
Email: elinab@fkllp.ca