Engagement Operations Specialist - Tax

Our Engagement Operations team is seeking a talented and skilled professional to join our team as an Engagement Operations Specialist.  This role will provide centralized services and support to various engagement teams. This role will partner with the Tax service line and technology teams to focus on driving efficiency, quality, and margin optimization in the delivery of the Firm's services to their clients.. We are targeting for this role to be hybrid in our Milwaukee, WI office.

• Preparation of engagement letters
• Processing, formatting, and finalizing electronic engagement letters and correspondence utilizing DocuSign
• Power of Attorney preparation and finalization
• Electronic collating and processing of tax returns using Adobe Acrobat for Client Copies, Govt. Filing copies, and sending eFile Authorization forms using DocuSign
• E-filing tax returns
• 1099 preparation and e-filing
• Preparation and e-filing of extensions
• SurePrep binder creation, source document uploads, and binder finalization
• Processing and distributing Organizers and Questionnaires for 1040 Individual clients
• Project support and assistance to service line and technology team
• Electronic document management and tracking
• Work on projects as needed

• Associate Degree or 1 - 3 years' experience — administration background, payroll background, quality assurance and/or education, includes internship experience
• Proficient in Microsoft Word, Excel, PowerPoint, and Adobe Acrobat
• Proficient in Salesforce or other CRMs
• Detailed oriented with the ability to manage the day-to-day process/workflow independently and/or with a team. Meet projects expectations and deadlines with the direction of the manager
• Analytical, and problem-solving skillset
• Understand Client deadlines and related expectations and manage accordingly, involving manager as needed
• Ability to stay focused in a fast-paced deadline driven environment
• Ability to effectively communicate with all levels at the firm
• Takes responsibility for researching best practices and continued learning
• Ability to learn in a hybrid setting, including virtual trainings
• 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

#LifeatCohen

At Cohen & Company, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion;
• Embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!  

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team; see policy here. 

#hybrid