Job Description

POSTED NOVEMBER 06, 2025

About the Role

We are seeking a highly organized, digitally proficient

Resource & Workflow Manager

with exceptional people skills to join our dynamic team in a fast-paced public accounting environment. This role is critical to ensuring the efficient allocation of staff resources across a variety of assurance and tax engagements, while driving system accuracy and continuous process improvement.

Key Responsibilities

Staff Planning & Scheduling:

Manage and coordinate workloads for over 70 team members, including CPAs, CPA students, co-op students, and accounting technicians. Align resource planning with engagement deadlines, staff availability, and individual skill sets.

Engagement Allocation:

Assign work across audit, review, compilation, and tax-only engagements based on staff expertise and engagement complexity. Maintain a deep understanding of public accounting workflows.

Capacity Forecasting:

Utilize tools such as

Caseware

,

Taxprep

,

iFirm

, and

Power BI

to forecast staff bandwidth 6-12 months in advance and proactively identify resourcing gaps or overallocations.

System Management:

Ensure accurate and time entry, job tracking, and engagement setup in iFirm. Maintain data integrity to support effective decision-making and operational reporting.

Reporting & Analysis:

Prepare regular and ad hoc reports for partners and senior leadership, providing insights into team utilization, job progress, and workflow efficiency.

Training & Support:

Train new and existing staff on workflow tools, job tracking systems, and process updates. Serve as a point of contact for troubleshooting and user support.

Process Improvement:

Continuously evaluate and enhance workflow processes and standard operating procedures (SOPs). Document best practices and implement process enhancements.

Confidentiality & Discretion:

Handle sensitive staff performance and resourcing data with strict confidentiality and professionalism.

Qualifications

Bachelor's degree combined with 3-5 years of relevant experience in fast-paced environment, ideally in operations, administration, or a similar field. Minimum of 3 years of experience in resource coordination, operations, or workflow at a managerial level (preferably within a mid-sized public accounting firm) Strong working knowledge of

iFirm

,

Caseware

, and

Taxprep

; advanced Excel and

Power BI

skills preferred Excellent interpersonal skills and ability to communicate effectively across all levels of the organization Exceptional organizational, analytical, and communication skills Proven ability to manage multiple priorities and meet tight deadlines High attention to detail and data accuracy Experience training staff and documenting workflows is an asset

Why Join Us?

Collaborative and inclusive firm culture Opportunities for professional development Competitive compensation and benefits package Summer BBQs and half day Summer Fridays

Contact Details

Elina Hernandez Batista



Email: elinab@fkllp.ca