Cohen is Hiring an Engagement Operations Specialist Near Youngstown, OH
Cohen & CompanyCertified Public Accountants Our Engagement Operations Services team provides centralized services and support to engagement teams. Partnering closely with the service line and technology teams, we focused on driving efficiency, quality, and margin optimization in the delivery of the Firm’s services to our clients. Engagement Operation Services has a defined set of services that support both processes common across Assurance, Advisory and Tax as well as processes unique to each service line. We utilize a continuous improvement mindset to consistently strive to improve processes and delivery quality through innovation, learning and teamwork. Our Engagement Operations team is seeking a talented and skilled professional to join our team as an Engagement Operations Specialist. This role will be part of the team supporting the Tax Service Line. We are open to this position being in any of our following offices: Cleveland, Akron, Youngstown, OH; St. Clair Shores, MI; Baltimore, MD. ResponsibilitiesResponsibilities will vary throughout the year based on business cycles but include:
Processing electronic engagement letters and correspondence using DocuSign
Electronic collating/processing of tax returns using Adobe Acrobat
Electronic document management and tracking Agreements
Prepare Power of Attorney forms
Assist with Engagement Letter Preparation
Organizers & questionnaires for 1040 Individual clients
SurePrep binder creation & finalizations
Handling a variety of one-off and recurring requests which may not be listed here
Qualifications Qualifications
1 – 3 years of previous experience in a business operations role
Strong Microsoft Word and Excel skills; Computer Savvy
Strong attention to detail; Organized
Growth and problem-solving mindset
Ability to stay organized and focused in a fast-paced deadline driven environment
Ability to manage multiple priorities simultaneously
Excellent people and communication skills with a team player attitude
Overtime may be required during peak times of the year, including some evenings and Saturdays
About Cohen & CompanyNamed one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting , Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. Learn more about us: