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.