Workflow & Resource Optimization Lead (Tax Production)

Elliott Davis; Charleston (SC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous time away and paid firmholi

Flexible work schedules

Paid parental leave and caregiverLeave

Health and wellness benefits

Professional coaching

Leadership and career development

Job summary

Elliott Davis is seeking a Workflow and Resource Allocation Manager to lead end-to-end production scheduling for Tax industry teams. You will deploy staff, optimize capacity, and sequence work using autonomous authority, data analytics, and AI-enabled tools to meet turnaround-time, billable-hour, and revenue targets.

You will build advisory relationships with practice leaders, manage staffing across sectors, and drive real-time schedule adjustments, with a focus on data integrity and continuous

Qualifications

• 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

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

Workflow scheduling

Data analytics

Staff allocation

Project coordination

Education

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

Tools

CCH Axcess Tax

Scheduling and Workflow

CaseWare

Microsoft 365

Job description

Elliott Davis is seeking a Workflow and Resource Allocation Manager to lead end-to-end production scheduling for Tax industry teams. You will deploy staff, optimize capacity, and sequence work using autonomous authority, data analytics, and AI-enabled tools to meet turnaround-time, billable-hour, and revenue targets.

You will build advisory relationships with practice leaders, manage staffing across sectors, and drive real-time schedule adjustments, with a focus on data integrity and continuous