Workflow & Resource Allocation Manager

Elliott Davis

. Manage and execute the day-to-day production workflow for assigned industry teams.

Posted 10/16/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing production workflows, capacity planning, and resource allocation while ensuring quality and timely delivery. Proficient in utilizing scheduling tools and tax software to optimize operational efficiency and support team collaboration.

Highest-signal resume keywords

Production Workflow ManagementCapacity PlanningCCH Workflow Scheduler ProficiencyMicrosoft 365 ProficiencyTax Software Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Production CoordinationWorkflow AnalysisResource MappingSchedule AdjustmentData Integrity Maintenance

Soft Skills

Attention to DetailOrganizational SkillsProblem-Solving SkillsTime ManagementEffective Communication

Tools & Technologies

CCH Axcess TaxCaseWareScheduling ToolsWorkflow Tools

Industry Keywords

Tax Support AdministrationPublic AccountingOperational LeadershipProduction Demand ManagementCustomer Onboarding

About the role

Key responsibilities & impact

Manage and execute the day-to-day production workflow for assigned industry teams.
Deploy staff, initiate project starts, and authorize redistribution of assignments based on capacity and deadlines.
Analyze team capacity and proactively restructure production schedules.
Resolve resource conflicts and eliminate production bottlenecks across competing practice areas.
Enforce delivery accountability and turnaround times across preparation, review, and completion stages.
Manage handoff lifecycle and override delayed schedules.
Serve as operational lead for team members supporting multiple sectors.
Lead workflow briefings and routine touchpoints with production teams.
Audit work-in-progress, anticipate disruptions, and implement real-time schedule adjustments.
Develop and implement recovery plans for aging, stalled, or at-risk work.
Design integration workflow for onboarding new customers and establish resource mapping within the master production schedule.
Support long-term scheduling and capacity planning.
Maintain a predictive view of resources, commitments, seasonal workloads, and production demand.
Develop proficiency in CCH Workflow Scheduler and other practice scheduling tools.
Maintain data integrity and prepare high-level workflow updates and production summaries for industry leadership.

Requirements

What you’ll need

Bachelor’s degree in business administration, operations management, human resources, finance, or a related field preferred; equivalent professional experience will be considered.
At least two years of experience in a Tax Support Administrator role preferred; other public accounting, scheduling, workflow, or production coordination experience will be considered.
Strong attention to quality, accuracy, detail, and dependable follow-through.
Ability to manage multiple priorities, maintain focus, and adjust plans as deadlines, staffing, and customer needs change.
Excellent organizational, time management, problem-solving, and prioritization skills.
Ability to work independently while collaborating effectively across industries, engagement teams, and centralized support functions.
Proficiency in Microsoft 365 and tax software used by the Practice, including CCH Axcess Tax, Scheduling and Workflow, CaseWare, and related systems.
Ability to communicate clearly and professionally with all levels of personnel and with customers.
Team-oriented approach.
Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and talk or hear, both in person and by telephone.
Required to have close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Use written and oral communication skills; read and interpret data, information, and documents; observe and interpret situations; work under deadlines with frequent interruptions; and interact with internal and external customers and others in the course of work.

Benefits

Comp & perks

generous time away and paid firm holidays, including the week between Christmas and New Year’s
flexible work schedules
16 weeks of paid maternity and adoption leave
8 weeks of paid parental leave
4 weeks of paid caregiver leave (once eligible)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally