Assists team members with a variety of tasks to provide client engagement support and coordination.
Ensures all support needs are met and assists with both engagement and non-engagement tasks.
Provides basic administrative support to team members and is available to work overtime and travel as needed to assist with projects at client sites.
Responsible for creating positive team member experiences, leading to excellent client service and driving revenue and profit for the Firm.
Responds to client inquiries and requests from tax authorities.
Copies or scans and uploads work papers at client site or in Ryan office.
Downloads, prints, and organizes work papers for review.
Scans, formats, codes, and maps client data into databases.
Performs research on client and industry for team members.
Assists engagement team in preparing and distributing client deliverables.
Maintains calendar appointments and deadlines to ensure proper accountability and client deadlines are observed.
Makes travel arrangements as needed.
Maintains communications while the team is traveling.
Tracks and reports time and expenses in detail for self and Manager as needed.
Requirements
Two-year (associate) college degree, with minimum of three years related practice-specific experience OR four-year, any major, degree from accredited university, with minimum overall GPA of 2.80.
Accounting and financial knowledge, experience, and education a plus.
No experience required.
Desire to perform in a high-energy team environment.
Strong verbal and written communication and strong proofreading skills.
Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
Ability to work both independently and as part of a team with professionals at all levels.
Valid driver’s license required.
Benefits
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO)
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service