Resource Planning Supervisor

Harding, Shymanski & Company, P.S.C.; Evansville (IN); On-site; USD 85,000 - 110,000; Full time

Job summary

Harding, Shymanski & Co., P.S.C. in Evansville, IN, seeks an experienced Resource Planning Supervisor for our Tax Department. You will own the forward-looking resource plan, optimizing who does what, when, and at what capacity across tax professionals serving clients in Indiana and Kentucky.

The role combines core resource planning with staff training and process improvement projects. You’ll develop the annual master schedule, preassign preparers, and forecast capacity while coaching staff and

Qualifications

• Bachelor's degree preferred in business, accounting, finance, or related field.
• 3+ years in scheduling, resource planning, capacity management, or similar analytical coordination role.

Responsibilities

• Develop the master schedule for the upcoming calendar year.
• Meet with Primaries during the summer to review upcoming busy season engagements, timing, hours, complexity, and preassignment preferences.
• Coordinate return timing with master schedule to avoid cross-service-line conflicts.
• Communicate open capacity for summer work to department leadership.
• Update and maintain skill matrices for preparers based on training.
• Identify capacity constraints and propose solutions before they become problems.
• Provide leadership with staffing, recruiting, and workload information to guide decisions.
• Coach tax staff on scheduling systems, workflows, and processes.
• Lead process improvement and automation projects within Resource Planning.

Skills

Analytical thinking

Project management

Staff coaching

Scheduling

Communication

Education

Bachelor's degree in business/accounting/finance

High school diploma

Tools

Excel

Power BI

CCH Axcess reporting

Scheduling software

Job description

Harding, Shymanski & Co., P.S.C. (https://www.hsccpa.com), a leading public accounting and consulting firm, is seeking an experiencedResource Planning Supervisor to join our Evansville office.

The Resource Planning Supervisor owns the forward-looking resource plan for the Tax Department, a function that determines who is doing what, when, and at what capacity across a team of tax professionals serving clients in Indiana and Kentucky. The Resource Planning Supervisor is responsible for strategic capacity planning, annual master schedule development, preparer preassignment, multi-track demand planning, and workforce forecasting.

This is a professional Supervisor role, not a scheduling administrator. It requires the ability to think structurally about how the department deploys its people across client service levels. The Resource Planning Supervisor owns the forward-looking resource plan for the Tax Department Approximately 60% of this role is core Resource Planning; the remaining 40% is allocated to tax staff training, one-on-one preparer coaching, and operational improvement projects relating to resource management.

At HSC, we differentiate ourselves by embracing innovative technologies and integrated work models that enhance efficiency, collaboration, and the overall client and team member experience. Our Resource Planning Supervisor plays a key role in leveraging these tools to deliver high-quality, forward-thinking solutions.

We offer a highly competitive compensation package that reflects the experience, skills, and value you bring, along with a comprehensive benefits program. In addition, you will have the opportunity to work on engaging, intellectually stimulating assignments in an environment that prioritizes continuous improvement, flexibility, and long-term career growth.

What You'll Do

• Develop the master schedule for the upcoming calendar year
• Meet with Primaries during the summer to review upcoming busy season engagements: timing, budget hours, complexity, skill level, and preassignment preferences
• Coordinate return timing with master schedule for other Firm Departments to avoid cross-service-line resource conflicts
• Communicate open capacity for summer work to department leadership
• Update and maintain skill matrices for preparers on specialized return types based on completed training
• Identify upcoming capacity constraints and recommend solutions before they become tactical problems
• Provide department leadership with the information they need to make staffing, recruiting, and workload decisions
• Train tax staff on scheduling systems, workflow expectations, and department processes particularly valuable when this role has a tax background that allows training to address the substance of the work, not just the mechanics
• Provide one-on-one coaching with preparers who are navigating high-WIP periods, developing speed, or building skills frees the Resource Planning Senior Coordinator to remain in daily execution mode
• Lead process improvement and automation projects within the Resource Planning function; contribute to department-wide initiatives as assigned

Success in this role looks like:

• High school diploma or equivalent required
• Bachelor's degree in business, accounting, finance, or a related field preferred
• Minimum three (3) years of experience in scheduling, resource planning, capacity management, project management, or a comparable analytical coordination role in a professional services environment
• Prior supervisory or team lead experience preferred
• Experience in a public accounting firm or tax department strongly preferred
• Strong analytical and project management skills; demonstrated ability to think structurally about workforce deployment and capacity
• Process improvement mindset; approaches problems by evaluating the underlying system and designing durable solutions
• Comfort with data, reporting tools, and dashboards; proficiency in Microsoft Excel required; experience with Power BI, CCH Axcess reporting, or comparable tools preferred
• Strong interpersonal skills; credible and effective at all levels of the department including with staff, managers, VPs, and Firm leadership
• Ability to exercise independent judgement on matters of staffing, capacity, and workflow allocation
• Professional written and verbal communication skills
• Background in Tax and/or Public Accounting is preferred qualification to accurately evaluate whether preparer workload estimates are realistic

Preferred Qualifications

• Prior experience as a tax preparer or in a tax department operational role
• Familiarity with CCH Axcess, Return Manager, and tax department scheduling workflows
• Experience with offshore team coordination
• Experience developing training materials or coaching staff in a professional services environment
• Exposure to capacity planning tools, scheduling software, or practice management systems

Why HSC?

• Strong emphasis on embracing technology, people development, mentorship, and career growth
• Exposure to advisory services and non-compliance projects
• Collaborative culture that values balance, integrity, and teamwork
• Opportunities to participate in industry teams, training, and firm initiatives

Awards & Recognition:

• Recognized as a Best of Accounting firm for client satisfaction.
• Named among the Top 200 Firms by Inside Public Accounting in 2025.
• Certified as a Great Place to Work in 2025.