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As a support associate for our Transaction Advisory Services (TAS) team, you will play a critical role in ensuring the smooth execution of client engagements by providing operational and administrative support throughout the engagement lifecycle. Leveraging organizational skills, attention to detail, and a variety of different software, you will assist with pre-engagement setup, ongoing engagement support, and post-engagement closeout tasks. This role offers the opportunity to work closely with a dynamic team, contribute to the success of high-impact client engagements, and develop your skills in a fast-paced, team-oriented environment.
Job Responsibility:
Providing operational and administrative support throughout the engagement lifecycle
Assisting with pre-engagement setup, ongoing engagement support, and post-engagement closeout tasks
Ensuring the smooth execution of client engagements
Contributing to the success of high-impact client engagements
Requirements:
At least 1 year of relevant work experience preferred
Experience at a CPA or professional services firm is a plus, but other customer service/hospitality experience coupled with administrative skills will also be considered
Ability to master and leverage a variety of software/technologies
Tasks will require proficiency with Microsoft Office (especially Excel, PowerPoint, Word, and OneNote), Docusign, Adobe Acrobat, SharePoint, Box, and Dropbox
Proficiency with Microsoft Office Suite (including Excel) and Adobe Acrobat
Ability to work efficiently and turn around projects quickly
Superior organization and project management skills with proven ability to be detail-oriented, appropriately prioritize tasks, and meet deadlines
Highly motivated team player
Strong verbal and written communication skills
Ability to work well both independently and with others to help accomplish the overall mission and goals of the firm
Ability to provide a high level of customer service
Ability to adapt to changes in the work environment, including managing competing demands and dealing with frequent changes, interruptions, or unexpected events
Excellent problem-solving skills
Ability to maintain a high level of confidentiality
Nice to have:
Experience at a CPA or professional services firm
What we offer:
PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
Paid parental leave and paid bereavement leave
Annual bonus through profit-sharing plan
401(k) plan including profit-sharing contribution
Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
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