Resource Planning Specialist - Public Accounting

Overview

The Bonadio Group is seeking a Senior Resource Specialist for our tax-based Small Business Advisory Service Line. This person will oversee resource management performance across workforce planning, scheduling, and global resource coordination. This role is critical to aligning operational processes with strategic objectives, driving innovation and standardization, and supporting a high-performing Small Business Advisory Service Line. Reporting to the Vice President of Operations and the Innovations Manager, the Senior Resource Specialist will foster cross-functional collaboration, drive continuous improvement initiatives, and enhance resource utilization across the practice.

Responsibilities

• Oversee the scheduling function for the Small Business Advisory Service Line, including long-term and day-to-day resource planning, job assignments, reassignments, and resource pool management.
• Develop and manage weekly staffing commitments for resource pools, monitor utilization and workload capacity, and work with leaders to ensure assignments are appropriately staffed and progressing as planned.
• Coordinate resource allocation across teams, balancing workloads, client deadlines, employee preferences, and industry specialization to maximize efficiency and service delivery.
• Monitor staffing demands and scheduling conflicts, proactively identifying and resolving resource constraints to support client service objectives.
• Collaborate with global resource teams to optimize offshore and shared-service staffing, ensuring resources are effectively utilized and aligned with operational needs.
• Utilize project management and continuous improvement methodologies (e.g., Lean Six Sigma) to improve resource management processes and oversee workforce planning initiatives.
• Drive initiatives to optimize charge hour attainment, capacity management, and overall resource utilization while promoting equitable workload distribution across the service line.
• Support the operational integration of merged or acquired firms, including workforce planning, resource alignment, and adoption of firm resource management processes.
• Foster cross-functional collaboration and continuous improvement while helping align resource management practices with the firm's strategic goals and growth initiatives.
  
  

Required Qualifications

• A minimum bachelor's degree in accounting or business or related
• A minimum of three years of public accounting experience and/or tax operations management
• Documented leadership experience with demonstrated success managing teams greater than 100 employees
• Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems
  
  

The salary range for this position is between $65,000 and $75,000 and is commensurate with experience.

Hours Of Operation

• Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
• Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needs
• We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times
  
  

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. Our firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.

In the fast-changing accounting industry, Bonadio is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to a variety of work, have the ability to help clients succeed, and be able to pave your own path forward. Apply online, get on board, and grow with us. You’ll be glad you did!

The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.

All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or careers@bonadio.com.

EOE/AA Disability/Veteran