Strategic Workflow & Resource Optimization Lead

ED03 Elliott Davis Advisory, LLC

Greenville (SC)

On-site

USD 90,000 - 130,000

Full time

9 days ago

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Benefits offered by this job

Paid time off
Flexible schedules
Parental leave
Health benefits
Coaching
Career development
Beyond program

Job summary

Elliott Davis seeks a Workflow and Resource Allocation Manager to optimize end-to-end production workflow across Tax industry teams. You will deploy staff, sequence projects, and balance workloads to meet turnaround-time, billable-hour, and revenue targets.

The role requires independent judgment and data-driven decision making within a collaborative firm culture. Building trusted advisory relationships with industry leaders and engagement teams, you will drive proactive schedule adjustments and

Qualifications

  • Bachelor’s degree preferred in business, operations, finance, or related field.
  • 2+ years of Tax Support Administrator or similar scheduling/production coordination experience preferred.
  • Strong attention to quality, accuracy, and detail.

Responsibilities

  • Manage day-to-day production workflow for assigned tax industry teams with autonomy.
  • Analyze capacity, upcoming reviews, and priorities to adjust schedules proactively.
  • Resolve resource conflicts and rebalance workloads across practice areas.
  • Enforce delivery timelines across preparation, review, and completion stages.
  • Lead briefs and touchpoints to audit work-in-progress and adjust schedules in real time.
  • Develop recovery plans for aging or at-risk work and escalate only critical issues.
  • Design onboarding workflows and map resources within master production schedule.
  • Support long-term scheduling and capacity planning with predictive resource views.

Skills

Microsoft 365
CCH Axcess Tax
Scheduling and Workflow
CaseWare

Education

Bachelor’s degree in business administration/related field

Job description

Elliott Davis seeks a Workflow and Resource Allocation Manager to optimize end-to-end production workflow across Tax industry teams. You will deploy staff, sequence projects, and balance workloads to meet turnaround-time, billable-hour, and revenue targets.

The role requires independent judgment and data-driven decision making within a collaborative firm culture. Building trusted advisory relationships with industry leaders and engagement teams, you will drive proactive schedule adjustments and

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