Coordinator
Core
Administrative and operational support for client service delivery and internal initiatives in a professional services environment.
Role type
Administrative Coordinator
Builds
Client workpapers, tax return assemblies, and internal operational workflows
Domain
Professional services (Assurance, Tax, Advisory)
Deliverable
Dashboards & analysis
Required skills
Document processing, Microsoft Office 365 (Excel), workflow management, file repository management, front desk support, supply management, process improvement identification, issue escalation
Preferred skills
Adobe familiarity, accounting experience
Technologies
Microsoft Office 365, GoFileRoom, Smartsheet, Teams
Responsibilities
Provide administrative and operational support across firm service lines; Perform document processing activities including printing, scanning, sorting and organizing workpapers; Support service line deliverables such as tax return assembly; Manage shared inboxes, file repositories and Teams channels; Assist with onsite office operations including front desk support and supply management; Contribute to process improvements and proactively address challenges
Seniority
Individual Contributor, entry-to-mid level
