Strategic Workflow & Resource Lead for Tax

Elliott Davis; Chattanooga (TN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Generous time away

Flexible work schedules

Health and wellness benefits

Professional coaching

Leadership and career development

Beyond program access

Job summary

Elliott Davis is seeking a Workflow and Resource Allocation Manager to oversee end-to-end production workflow across Tax industry teams. You will deploy staff, balance capacity, and optimize project sequencing using data analytics and AI-enabled scheduling platforms.

In this role, you will drive capacity planning, manage bottlenecks, and ensure on-time delivery while maintaining high data integrity and reporting for leadership.

Qualifications

• Bachelor’s degree in business administration, operations management, 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.

Responsibilities

• Manage and execute the day-to-day production workflow for assigned industry teams, utilizing autonomous authority to deploy staff, initiate project starts, and authorize the redistribution of assignments based on capacity and deadlines.
• Strategically analyze team capacity, mapping out upcoming review demands, reduced work schedules, and competing priorities to proactively restructure production schedules before delivery timelines are impacted.
• Resolve resource conflicts and eliminate production bottlenecks, utilizing independent judgment to reassign or re-sequence workloads across competing practice areas.
• Enforce delivery accountability and turnaround times across the preparation, review, and completion stages by actively managing the handoff lifecycle and overriding delayed schedules.
• Serve as the operational lead for team members supporting multiple sectors, preventing over-allocation, duplicate scheduling, or conflicting cross-industry commitments.
• Lead workflow briefings and routine touchpoints with production teams to actively audit work-in-progress, anticipate disruptions, and implement real-time schedule adjustments.
• Intervene in aging, stalled, or at-risk work by independently developing and implementing recovery plans, escalating only critical structural issues to leadership.
• Design the integration workflow for onboarding new customers, establishing their structural positioning and resource mapping within the master production schedule.
• Support long-term scheduling and capacity planning by maintaining an accurate, predictive view of available resources, future commitments, seasonal workloads, and production demand.
• Develop expert proficiency in CCH Workflow Scheduler and other practice scheduling tools, ensuring absolute data integrity while preparing high-level workflow updates and production summaries for industry leadership.
• Other duties as assigned within the scope of the practice.

Skills

Microsoft 365

Tax software

Scheduling and capacity planning

Data analytics

Staff deployment

Communication

Education

Bachelor’s degree in business administration/operations management/finance

Tools

CCH Workflow Scheduler

CaseWare

Tax scheduling platforms

Job description

Elliott Davis is seeking a Workflow and Resource Allocation Manager to oversee end-to-end production workflow across Tax industry teams. You will deploy staff, balance capacity, and optimize project sequencing using data analytics and AI-enabled scheduling platforms.

In this role, you will drive capacity planning, manage bottlenecks, and ensure on-time delivery while maintaining high data integrity and reporting for leadership.