Project Coordinator
1 month ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
As a member of the Tax Technology Consulting (TTC) practice, you will have the opportunity to be at the forefront of the integration of technology and tax. Our team is dedicated to developing and deploying cutting-edge automation and analytic solutions that enable RSM to lead in the middle market. We draw inspiration from tax planning ideas, market needs and technological innovations to craft service offerings that deliver real results for our clients.
**Responsibilities**:
- Coordinating project schedules, resources, equipment and information
- Liaising with clients to identify and define project requirements, scope and objectives
- Ensuring that clients’ needs are met as the project evolves
- Ensuring project delivery team remains on time, on budget and within scope and proactively identifying risks to achieving these goals
- Set up and maintain project management software (Asana or Smartsheet) including: Primary Project Board, Requirements/User Story Board, Testing Scripts/Scenario Board, RAID board
- Preparation of project budgets
- Set up file sharing SharePoint Online portals
- Create meeting minutes and “what we heard” documents
- Transcribe and summarize client discovery and whiteboarding workshops
- Schedule partner level and client review
- Prepare weekly status updates and project financials
- Prepare weekly WIP summary including actual vs forecast
**Required Qualifications**:
- Bachelor’s degree or Diploma in Finance/Accounting, Business Administration, or relevant educational or professional experience
- 2-3 years of related experience in related field
- Advanced analytical, written and verbal communication skills required
- Strong interpersonal and relationship building skills
- Basic client interaction skills
- Ability to coordinate and work effectively with teammates, end-users and leadership
- Ability to work in a virtual team environment
- Ability to complete work in an acceptable timeframe and manage a variety of detailed tasks and responsibilities simultaneously and with accuracy to meet deadlines, goals, objectives and satisfy internal and external customer needs related to the job
- Familiarity with agile project methodology
- Ability to travel as needed
**Preferred Qualifications**:
- Previous work experience in a professional services and/or IT setting
- Knowledge and experience with tax compliance or financial systems
Compensation Range: $65,500 - $105,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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