The Director of Resource Management will oversee workforce planning and scheduling, focusing on Tax and Assurance busy seasons, ensuring effective staffing and aligning resources with client demand.
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Corporate Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Director, Resource Management to join their dynamic team.
Join Aprio and help ensure the firm is staffed effectively through peak and off-peak cycles. Aprio is a progressive, fast-growing firm seeking a Director Workforce Planning & Scheduling to lead workforce planning and scheduling across Tax and Assurance, with a strong emphasis on seasonality, deadline-driven demand, and execution over the next 12 months.
The ideal candidate is a hands-on operational leader with deep experience managing busy seasons, utilization pressure, and short-to-mid-term capacity planning in a professional services environment.
Position Responsibilities:
- Lead workforce planning and scheduling for a rolling 12-month period, with primary focus on Tax and Assurance busy seasons, filing deadlines, and peak workload cycles.
- Own monthly and quarterly capacity planning, aligning staffing supply to forecasted demand, seasonality, and known client deadlines.
- Analyze trends in utilization, availability, backlog, pipeline, and seasonal demand to drive timely staffing and redeployment decisions.
- Partner closely with partners, operations leaders, and practice group directors to balance workloads during peak periods and mitigate burnout, under-utilization, and delivery risk.
- Proactively identify seasonal staffing gaps and constraints and recommend practical solutions.
- Monitor and adjust staffing plans throughout the year as client demand, deadlines, and workforce availability shift.
- Oversee the execution and ongoing improvement of workforce management and scheduling tools.
- Track key workforce metrics to support near-term decision-making.
- Ensure workforce planning and scheduling activities comply with labor laws, firm policies, and professional standards.
- Lead and support workforce management staff, emphasizing execution, consistency, and responsiveness during high-pressure periods.
- Maintain strong relationships with internal stakeholders to ensure alignment during peak and off-peak seasons.
Qualifications:
- Bachelor’s degree in Business Administration, Human Resources, or related field; Master’s degree preferred.
- CPA certification or experience within a CPA-led professional services firm strongly preferred.
- Minimum of 7 years of experience in workforce planning, resource management, or scheduling, with at least 3 years in a leadership role.
- Demonstrated success managing seasonal workforce cycles, including Tax and Assurance busy seasons.
- Strong analytical skills with the ability to convert workforce data into clear, actionable staffing decisions.
- Proven ability to influence partners and leaders in a deadline-driven environment.
- Hands-on experience with workforce management, scheduling, or capacity planning systems.
- Strong organizational skills and ability to manage competing priorities during peak demand periods.
- Proficiency in Microsoft Office Suite and workforce management tools.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Microsoft Office Suite
Workforce Management Tools
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