Workflow & Resource Allocation Manager

Elliott Davis; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Generous time off

Flexible schedules

Maternity & parental leave

Health & wellness benefits

Coaching & development

Beyond program access

Job summary

Elliott Davis is seeking a Workflow and Resource Allocation Manager to optimize end-to-end production workflows across Tax teams, balancing workloads and staffing to meet firm targets. You will lead scheduling, capacity planning, and recovery plans, using data analytics and AI-enabled tools to maximize efficiency and on-time delivery.

In this role you will partner with industry leaders, engagement teams, and professionals to drive operational excellence, enforce accountability, and support

Qualifications

• Bachelor’s degree in business administration, operations management, finance, or related field; experience considered as alternative.
• At least two years in Tax Support/production coordination roles or public accounting experience.
• Strong attention to detail and accuracy.
• Excellent time management and ability to handle multiple priorities.
• Effective communication with all levels of staff and customers.

Responsibilities

• Manage day-to-day production workflow across tax industry teams.
• Deploy staff and redistribute assignments based on capacity and deadlines.
• Identify bottlenecks and optimize scheduling and resource allocation.
• Ensure on-time delivery and enforce turnaround targets.
• Lead team briefings and monitor work-in-progress.
• Develop recovery plans for aging or at-risk work.
• Support long-range capacity planning and scheduling.
• Produce high-level workflow updates for leadership.
• Collaborate across industries and engagement teams.
• Assist onboarding of new customers into master schedule.

Skills

Attention to quality

Multitasking

Organizational skills

Time management

Problem-solving

Communication

Team collaboration

Education

Bachelor’s degree in business administration or related field

Tools

Microsoft 365

CCH Axcess Tax

Scheduling and Workflow

CaseWare

Job description

Who We Are

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

The Workflow and Resource Allocation Manager manages and optimizes the end-to-end production workflow across assigned Tax industry teams, serving as the central lead for staff deployment, capacity utilization, and assignment sequencing. The role maintains full strategic visibility into practice-wide production capacity, including manager workloads, reduced scheduling models, and multi-industry team allocations. Utilizing independent judgment, data analytics, and advanced AI-enabled scheduling platforms, the Workflow and Resource Allocation Manager identifies operational bottlenecks, redistributes work assignments, and alters project sequencing based on staff availability, technical skill mapping, and firm commercial priorities. Operating with high autonomy under the broad directional goals of industry leadership, the Manager possesses the delegated authority to enforce workflow commitments, reallocate resources to resolve competing priorities, and strategically balance workloads to achieve the firm's turnaround-time, billable-hour, and revenue targets. As a operational leader, the Manager builds trusted advisory relationships with industry group leaders, engagement teams, and professionals to maximize workforce efficiency, mitigate production risks, and ensure seamless delivery execution.

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.

Requirements

• 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.
• Excellent organizational, time management, problem-solving, and prioritization skills.
• Ability to work independently while collaborating effectively across industries, engagement teams, and centralized.
• 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,

WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.

That's Right – All Aspects Of Life, Not Just Your Life As An Employee, Because We Understand That There's Life Beyond Your Job. Here Are Some Of The Ways Our Work Works For Your Life, Your Growth, And Your Well-being

• 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 and 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

NOTICE TO 3RD PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

Ada Requirements

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

While performing the duties of this job, the employee is:

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• 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.