The Project Coordinator is primarily responsible for assisting in the daily coordination of projects derived from line of business, office location, region, and/or firm initiatives. This includes preparing and maintaining project plans, documentation, budgets, staffing requirements, and communicating to internal and external clients.
Provides advanced support and project coordination to the
Office Managing Partner
Tax Location Leader
South Central Tax Corridor Leader
Develop and maintain a detailed project schedule which includes administrative tasks and all key stakeholders in the project.
Assists team leader in preparing and maintaining projects plans, including documentation, budgets, implementation, training, communication for projects derived line of business, office location, region and/or firm initiatives.
Track project progress and identify and escalate project obstacles to team leader and communicate with other key stakeholders.
Schedule meetings, including site selection, travel arrangements, preparing meeting materials, presentations developing agendas, preparing minutes in support of assigned projects, distributing meeting materials, and tracking meeting attendance. May attend meetings as required by project and/or assignment.
Initiate, develop and maintain communication with internal and external clients and vendors as appropriate.
Calendar management, travel/event planning, meeting/conference arrangements (food, hotel, rooming lists)
Provide project management and hands-on support to drive various strategic and ongoing practice development initiatives including: Go-to-Market activities, CRM processes and pipeline reporting, organizing training events and team meetings
Prepare and finalize complex proposals and documents with a strong working knowledge of formatting, merge documents, styles, section breaks, headers/footers, tables of contents and more in Word; Create, update, print and bind presentations, including charts, graphics and tables, speaker notes and handouts in Power Point; Create spreadsheets from scratch with ease including formulas, manipulate data comfortably with accuracy in Excel
Track proposal process (compile, proof, format, issue, opportunity tracking, eCRM, client maintenance, communicate with Finance, status reports)
Maintain client information in multiple computer applications, organizational systems: electronic and paper
Proactive team member that cross-trains with other internal client servers
Serves as a resource or “go to” for staff questions regarding office policies and procedures
Participate in team meetings and activities
Manage day-to-day department operations in cooperation with the Office Services Manager
Act as back-up to Office Services Manager and departmental Administrative Assistants as needed
Ensure compliance with departmental policies and procedures; reviews and investigates exceptions to policies and procedures; recommends changes
Other duties as assigned
Qualified candidates will possess the following:
We offer a competitive compensation/benefits package, including medical, dental, vision, three weeks paid time off for these positions, matching 401(k), flexible hours and a challenging, professional work environment.