Senior Director, Resource Management

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.