Engagement Support Specialist

Engagement Support Specialist

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.

Introduction to the team

The Engagement Support Specialist works with the International Tax and Tax Specialty operations and administrative teams to provide support during the pre-engagement process to ensure client agreement and engagement setup activities are completed timely and accurately. Supporting the pre-engagement process includes drafting client agreements, data entry into our CRM system, and support for the new client acceptance process all while meeting target response times. Engagement setup activities may vary but help ready the engagement teams to start their work. Individuals in this role are expected to be flexible while working through multiple tasks simultaneously and able to shift directions to stay in line with business needs.

Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Helps draft, edit, and proofread client agreement documents

• Assists with pre-engagement activities, which may include CRM data entry, new client acceptance and setup, engagement code setup, and Pfx binder setup

• Proactively tracks pre-engagement activity progress from client agreement drafting, through the signature process, to engagement setup

• Serves as point of contact to help the client service team identify the correct client agreement template

• Other special projects as assigned

Qualifications:

• High School Diploma/GED required

• Minimum of 1 year of related experience required; experience in quality assurance/quality control role or equivalent preferred

• Strong English grammar and spelling

• Ability to comprehend or learn technical information related to Consulting services and firm processes

• Highly proficient proofreading ability

• Strong project management and organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment

• Highly proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)

• Attention to detail, logic, and accuracy

• Strong verbal and written communication skills including the ability to articulate complex issues to others and follow-up with outstanding requests

• Strong interpersonal and decision-making skills

• Experience working in IT, consulting, or audit preferred

• Adobe Acrobat Professional experience a plus

• Ability to travel as needed, approximately 5%

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Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact ~~~.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It's uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

Compensation Range (Denver Market ONLY): Compensation range for Washington: $54,000 - $71,000Compensation range for Colorado: $54,000 - $68,000Compensation range for California: $58,000 - $82,000

Primary Location Dallas, TX

Other Locations Orange County, CA, Seattle, WA, Denver, CO, Phoenix, AZ

Employee Status: Regular

Schedule: Full Time

Req ID: 27572