Project and Process Specialist

Doeren Mayhew CPAs and Advisors•Troy, MI

21h•Onsite

About The Position

Doeren Mayhew is the 37th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is positioned for successful future growth. Doeren Mayhew is seeking a Project and Process Specialist supporting the Tax department in our Troy, MI office.

Requirements

Ability to quickly learn new software, systems and processes.
Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
Strong attention to detail and commitment to accuracy.
Excellent organizational and time management skills, with the ability to manage multiple priorities in a fast-paced, collaborative environment.
Strong written and verbal communication skills.
Professional, client-focused approach to communication and problem-solving.
Ability to work overtime during standard busy season (January – April).

Nice To Haves

Associate or bachelor’s degree in business or a related field preferred, or equivalent experience.
Prior experience in project coordination, administrative support, operations, client service or professional services preferred.
Experience with SafeSend software preferred.

Responsibilities

Coordinate office projects, process updates and department initiatives, including tracking timelines, deadlines, action items and next steps.
Maintain project documentation, task lists, workflows, procedures and related resources to support consistency across teams.
Keep department leaders, internal teams and the office’s project and process resource informed of project status, delays, updates and priorities.
Support new client onboarding by gathering information, organizing documentation, completing setup tasks and ensuring required steps are completed accurately and on time.
Provide basic resources and support to clients and internal team members related to client onboarding, portal access, systems and process updates.
Maintain accurate and consistent client data across firm platforms, including monitoring data entry for accuracy, completeness and missing information.
Identify data issues, process gaps, system concerns and opportunities for improvement.
Monitor, test and validate client portals and related systems for usability, functionality and accuracy.
Report system issues, errors and process concerns, and assist with basic troubleshooting during implementations, updates or day-to-day system use.
Generate recurring due-date and operational reports, including tracking outstanding items and project-related metrics.
Support process improvement efforts by gathering and organizing data, documenting best practices and assisting with new or enhanced process implementation.