Aprio

Resource Manager, Tax

Aprio$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration, Accounting, Human Resources, or related field preferred, with certifications in resource management or project management seen as a plus.
  • 5-7+ years in resource management, workforce planning, or operations within professional services, particularly tax or accounting environments.
  • Advanced analytical skills with the ability to interpret and leverage workforce data for decision making.
  • Strong communication and facilitation skills suitable for engaging with executive stakeholders and negotiating trade-offs effectively.
  • Proficiency in Power BI or similar resource management tools, along with Microsoft Office expertise for reporting and planning.
  • Demonstrated business acumen with an understanding of practice priorities and client delivery constraints.
  • Adaptability to prioritize in a fast-paced setting and a commitment to teamwork and continuous improvement.

Responsibilities

  • Collaborate with practice leaders and operations teams to project future resource needs and enable consistent service delivery.
  • Build and sustain trusted relationships with practice leaders and talent partners to streamline resource allocation.
  • Continuously evaluate capacity trends and demand signals, initiating proactive measures to manage staffing levels during peak times.
  • Utilize in-depth knowledge of tax practices to navigate resource planning challenges and maintain service quality.
  • Oversee day-to-day resource management, ensuring accuracy in staffing levels and proactive recommendations to meet client needs.
  • Advance offshore delivery strategies, ensuring smooth transitions and maintenance of service levels.
  • Analyze resource management metrics to improve staffing decisions and overall service delivery practices.

Benefits

  • Medical, Dental, and Vision Insurance available from day one.
  • Flexible Spending Account and Dependent Care Account options.
  • 401k plan with Profit Sharing.
  • Generous holiday leave and discretionary time off.
  • Comprehensive Parental Leave for all caregivers.
  • Tuition Assistance and CPA support programs with incentives.
  • Incentive compensation tied to individual and firm performance metrics.
  • Wellness programs rated highly by team members.
  • Flexible work environment with options for remote or hybrid arrangements.
Full Job Description
Join Aprio's Workforce Optimization team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Resource Manager to join their dynamic team.

Join Aprio's Workforce Optimization team to help clients and internal leaders make better, faster decisions about capacity, deployment, and delivery-maximizing opportunity while protecting quality and the people experience. Aprio is a progressive, fast-growing firm looking for a Tax Resource Manager to join its dynamic team.

As a Resource Manager at Aprio, you will operate as a strategic partner to Practice Leaders, Engagement Managers, and Talent teams to align demand forecasts, capacity plans, and staffing decisions across onshore and offshore delivery. You will translate data and demand signals into clear options and recommendations, proactively manage constraints, and enable consistent client delivery through disciplined workforce planning.

This role strengthens client service continuity and workforce stability by accelerating integration of new business advisory, tax, and accounting professionals into the firm's operating model-standardizing workflows, clarifying ownership, and improving adoption of tools and processes.

Responsibilities:

Relationship Building with Stakeholders
  • Partner with practice leadership and operations leads to anticipate near- and mid-term resource needs, ensuring training and adoption plans are built into forecasting and capacity models to enable consistent delivery.
  • Establish and maintain trusted partnerships with Practice Leaders, Engagement Managers, and Talent partners to enable a coordinated, enterprise view of demand, capacity, and deployment decisions.
  • Continuously assess demand signals and capacity trends to surface gaps and timing risks early, and drive mitigation plans in advance of peak periods to prevent last-minute staffing disruptions.
  • Leverage deep knowledge of tax pool practices to make sound, strategic trade-off decisions in ambiguity, balancing client commitments, people experience, and firm priorities.

Demand & Supply Coordination
  • Own day-to-day visibility to open needs and scheduled assignments, validating accuracy and proactively recommending staffing options to protect timelines and service quality.
  • Provide cross-coverage for the Resource Management team by responding quickly to staffing requests for client engagements, projects, and initiatives, ensuring continuity during peak demand and planned absences.
  • Standardize forecasting practices and lead process improvements that increase planning accuracy and reduce friction for client service teams.

Offshore Delivery Enablement
  • Advance the firm's offshore delivery strategy by identifying transferable work, sequencing transitions, and maintaining quality, turnaround time, and client experience expectations.
  • Align with offshore operations to maintain a forward-looking pipeline, capacity view, and weekly staffing roster, enabling earlier decisions and fewer last-minute escalations.
  • Facilitate staffing discussions with industry leaders, pod leaders, engagement managers, and project leaders to clarify requirements, confirm readiness, and secure timely resourcing decisions.

Continuous Improvement
  • Apply an Agile, test-and-learn approach to adapt quickly to shifting priorities and demand, while maintaining predictable execution through clear routines and cadence.
  • Define, implement, and reinforce best practices and standard operating procedures for workforce management and delivery to improve consistency, scalability, and client satisfaction.
  • Strengthen relationships with client service leaders to anticipate change impacts and expand change management partnership opportunities that improve adoption and outcomes.

Reporting & Analysis
  • Monitor timelines, workloads, and utilization to identify conflicts and constraints early, and translate insights into clear recommendations for leaders and engagement teams.
  • Track, analyze, and communicate resource management KPIs, using trends to drive decisions on staffing, offshore leverage, and process improvements.

Quality, Risk & Compliance
  • Proactively manage allocation risks by proposing realignments, timeline adjustments, and staffing alternatives, escalating early when constraints could impact delivery.
  • Negotiate timelines, priorities, and assignments using data and stakeholder input to optimize outcomes for clients, teams, and firm-wide utilization goals.


Team Collaboration & Partnership
  • Coordinate with fellow Resource Managers to balance workloads, share capacity, and drive enterprise staffing priorities, ensuring consistent coverage across practices.
  • Lead and contribute in team meetings, planning discussions, and working sessions by bringing forward risks, options, and decisions needed to keep staffing plans on track.
  • Resolve resource conflicts through transparent communication and solution-oriented facilitation, aligning stakeholders on trade-offs and next steps.
  • Document and share best practices, lessons learned, and process enhancements to improve consistency, speed, and decision quality across the Resource Management function.
  • Execute additional duties within the scope of the role as needed to advance resource management effectiveness and support M&A integration priorities.


Qualifications:

  • Bachelor's degree in business administration, Accounting, Human Resources, or a related field preferred. Professional certification (e.g., RMCP, PMP, SHRM-CP) is a plus.
  • 5-7+ years of experience in resource management, workforce planning, or operations within professional services (tax/accounting preferred), with demonstrated impact on utilization, capacity planning, and delivery outcomes.
  • Advanced analytical capability to interpret workforce data, identify leading indicators, and convert insights into clear recommendations and staffing actions.
  • Strong executive-ready communication and facilitation skills to align stakeholders, negotiate trade-offs, and drive timely decisions.
  • Proficiency with Power BI (or similar), resource management tools, and Microsoft Office to build repeatable reporting, improve visibility, and enable data-driven planning.
  • Strong business acumen and enterprise mindset, with the ability to understand practice priorities, client delivery constraints, and the firm's operating model to make balanced recommendations.
  • Comfortable operating in a fast-paced, deadline-driven environment-prioritizing effectively, establishing planning cadence, and escalating constraints early to protect delivery.
  • Success in this role requires a team-first mindset and inclusive leadership, strong partnership across client service and talent functions, and a commitment to continuously improving how the firm plans, staffs, and delivers work.


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.

About Aprio

Aprio is an accounting firm that provides a wide range of services to clients in various industries. The firm has a global presence with offices in the United States, Europe, and Asia. Aprio is committed to providing high-quality services to its clients and has been recognized for its expertise in areas such as tax planning, audit and assurance, and business consulting. The firm is also committed to diversity and inclusion and has been recognized for its efforts in this area. Aprio is dedicated to giving back to the community and has been recognized for its contributions to various charitable organizations.
Learn more about Aprio
Size
500 employees
Industry

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