Engagement Operations Specialist

Cohen & Company

Certified 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.

Responsibilities 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

• 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 & Company

Named 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:

• Cohen & Company: cohencpa.com
• Careers: cohencpa.jobs

We are an equal opportunity employer and