Resource Optimization Lead – CPA Firm (Flexible Schedule)

McGill, Power, Bell & Associates, LLP; Erie (Erie County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life Insurance

Disability Insurance

401(k) with employer match

Paid time off

Job summary

McGill, Power, Bell & Associates, LLP is seeking a Firm Resource Manager to optimize staff deployment across client service teams. This Erie-area role emphasizes balancing audits, taxes, and advisory workloads while aligning staffing with deadlines and client expectations.

The ideal candidate will have a background in resource management or project management within a professional services environment, with strong analytical and Excel skills to support capacity planning and utilization tracking.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Management, or related field preferred.
• Prior experience in resource management, scheduling, or project management required.
• Background in public accounting or professional services preferred.
• Understanding CPA firm workflows and utilization metrics is a plus.
• Ability to manage complex schedules and meet deadlines with strong communication.

Responsibilities

• Manage staff scheduling and workload balancing across audit, tax, and advisory engagements.
• Anticipate staffing needs and resolve resource conflicts with partners and managers.
• Match assignments based on staff experience, goals, and development opportunities.
• Monitor engagement deadlines and adjust workloads to meet client expectations.
• Identify capacity constraints and recommend staffing solutions.
• Assist with onboarding, staff development, and utilization planning.
• Improve workflow processes and resource management systems.
• Serve as a trusted advisor on staffing, scheduling, and operational efficiency.
• Support a collaborative culture valuing teamwork and continuous improvement.

Skills

Resource management

Scheduling

Project management

Analytical thinking

Organizational skills

Communication

Utilization planning

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Management

Tools

Excel

Practice management tools

Project tracking software

Job description

McGill, Power, Bell & Associates, LLP is seeking a Firm Resource Manager to optimize staff deployment across client service teams. This Erie-area role emphasizes balancing audits, taxes, and advisory workloads while aligning staffing with deadlines and client expectations.

The ideal candidate will have a background in resource management or project management within a professional services environment, with strong analytical and Excel skills to support capacity planning and utilization tracking.