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Most Interesting Firm in Specialty Tax. Increasing near-term cash flows for thousands of CPA firms & their clients.
Project Coordinator
Location
United States
Posted
130 days ago
Salary
$40K - $45K / year
Seniority
Junior
Job Description
Project Coordinator
Engineered Tax Services Inc.
• Review and discuss Project Status with Client Success Manager, Director of Operation, Team lead and QC team • Arrange and participate in meetings, conference calls regarding project scope, status updates and scheduling • Assist with all relevant project data tracking in Zoho Project Management and Client Portal • Update project boards and generate a weekly summary report for projects • File project documents upon receipt • Complete initial review of documents for all projects • Submit welcome emails to clients upon receipt/ issuance of the new projects assigned • Generate and follow up on outstanding Requests for Information (RFI) as needed • Manage, organize, and update all relevant project data • Download/ Upload and Save project documentation • Ascertain scope of work and communicate with engineering and clients on what is missing • Schedule, lead and manage kick off calls • Assist with site visit scheduling • Any other administrative tasks assigned
Job Requirements
- Must have excellent verbal and written communication skills
- Must be proficient in the use of Microsoft Office (Word, Excel, Outlook)
- Must be highly organized and exceedingly detail oriented
- Must be able to manage time effectively
- Must be a resourceful self-starter with ability to multitask
- Must be a team player
- Must able to manage numerous tasks and clients simultaneously and effectively
- Must provide support to engineering team with scheduling and project management
- Must effectively manage projects from start to finish
- Strong analytical, planning, and problem solving capabilities
- Demonstrated initiative and ability to work independently with minimal supervision required
- Ability to write reports, business correspondence
- Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
Benefits
- Medical
- Dental
- Vision
- Basic Life
- Vol Life
- STD
- LTD
- Pet
- FSA/HSA
- 401k
- PTO
- much more!
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