Project Management Specialist

Job DescriptionJob DescriptionSalary:

The Project Management Specialist will play a pivotal role in driving operational excellence across the firms Tax, CAAS, and Strategic project initiatives. This role ensures that projects are executed efficiently, deadlines are met, and cross-functional teams are aligned. The ideal candidate will bring strong organizational skills, a proactive mindset, and a deep understanding of professional services workflows.

Essential functions:
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.

Required Skills and Abilities:
Strong understanding of project lifecycle, planning, execution, and closure
Familiarity with Agile, Waterfall, or hybrid methodologies
Skilled in project management tools (e.g., Asana, Monday.com, Microsoft Planner, Smartsheet)
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Excellent written and verbal communication skills
Ability to work cross-functionally with partners, managers, and support teams
Strong interpersonal skills and a client-service mindset
Ability to identify inefficiencies and recommend process improvements
Strong attention to detail and critical thinking
Ability to manage multiple projects simultaneously
Skilled in prioritizing tasks and meeting deadlines in a fast-paced environment
Comfortable navigating ambiguity and shifting priorities
Proactive in identifying opportunities for improvement and taking ownership

Required education and experience
Bachelors 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

education and experience
Familiarity with tax and CAAS workflows is highly desirable
Project Management experience in a professional services or accounting environment.

Understanding of tax season cycles, CAAS processes, and client service models

Supervisory responsibilities:
None.

Work environment:
The work environment is an air-conditioned office setting with lighting and minimal noise.

Physical requirements:
Sedentary work.
Requires the ability to operate standard office equipment and keyboards. Repetitive motion and substantial movements (motions) of the wrists, hands, and/or fingers.
Required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading
Speaking - Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers through the telephone or in person.
Hearing - The ability to hear, understand, and distinguish speech and/or other sounds (alarms) in person or through telephone.
Must have the ability to walk short distances, and drive a vehicle to other office locations or to meet with clients.
Exerting up to 20 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.

Travel required:
Will travel as needed to other locations.

Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.