Workflow & Resource Allocation Manager

ED03 Elliott Davis Advisory, LLC; Greenville (SC); On-site; USD 90,000 - 130,000; Full time

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

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

• 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

• 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

• 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.

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. “Elliott Davis” is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services in an alternative practice structure in accordance with applicable professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers.