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