Responsibilities
- Lead and mentor two Resource Coordinators, one supporting Accounting & Assurance and the other Tax, by establishing performance expectations, delivering continuous feedback, and resolving escalated resource issues.
- Act as a strategic advisor to two departments concurrently, unifying scheduling and capacity data across the firm and converting insights into practical guidance on staffing, client workload distribution, and hiring.
- Manage the annual process for setting departmental capacity commitments, refining the methodology each year, ensuring deadlines are met, and verifying outputs support overall billable hour goals.
- Initiate discussions with department leaders about scheduling patterns, capacity limitations, and evolving staffing demands, using data to inform collaborative solutions.
- Collaborate with Resource Coordinators and department heads to link scheduling data with daily observations, identifying skill shortages, cross-training opportunities, and hiring needs, then presenting findings clearly to leadership.
- Serve as the primary internal contact for implementing resource and scheduling software, overseeing stakeholder coordination, system configuration, training, deployment, and ongoing management after launch.
- Develop strong working relationships with department leaders in Accounting & Assurance and Tax, actively participating in leadership conversations about staffing strategy, engagement planning, and team capacity, while ensuring consistent reporting from Resource Coordinators.
- Stay informed about communication flows across both departments, including roles such as in-charges, coaches, and department heads, to ensure timely information sharing and reinforce scheduling decisions at all levels.
- Work with department leaders and HR to support employee growth, including tracking workload patterns, spotting training needs, and assisting with pairing staff for performance evaluations and feedback cycles.
- Oversee all firm-wide scheduling and capacity communication protocols, promoting consistency and driving improvements across both departments.
- Attend departmental meetings, leadership retreats, and strategic planning sessions, contributing insights and supporting broader organizational initiatives as required.
Work Arrangement
Hybrid
Team
Manages two Resource Coordinators and collaborates with leaders in Accounting & Assurance and Tax departments; acts as the escalation point for complex resource issues.
Team
Structure: Manages two Resource Coordinators; partners with Accounting & Assurance (A&A) and Tax department leaders; serves as escalation point for complex resource challenges.
