Project Management Specialist driving operational excellence across Tax, CAAS, and Strategic project initiatives. Ensuring projects are executed efficiently with cross-functional team alignment.
Responsibilities
Manage timelines, deliverables, and resources for tax season workflows, CAAS onboarding, and strategic firm initiatives.
Facilitate kickoff meetings, status updates, and post-project reviews.
Track progress using project management tools and ensure accountability across teams.
Identify bottlenecks and recommend process improvements for recurring tax and CAAS engagements.
Collaborate with department leads to streamline client onboarding and service delivery.
Serve as a liaison between partners, department heads, and support teams.
Provide clear and timely updates on project status, risks, and milestones.
Maintain project documentation, SOPs, and dashboards.
Generate reports for leadership to support decision-making and resource planning.
Requirements
Bachelor’s degree in Business, Accounting, or Project Management
PMP or CAPM certification required.
3+ years of experience in project management, preferably in a professional services or accounting firm.
Strong proficiency in project management tools (e.g., Asana, Monday.com, Microsoft Planner)
Excellent communication, time management, and problem-solving skills
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