About the Role
The Associate Consultant provides client engagement support and coordination by assisting team members with various tasks, ensuring all support needs are met, and aiding with both engagement and non-engagement tasks. This role offers basic administrative support and requires availability for overtime and travel to client sites, contributing to positive team member experiences, excellent client service, and firm revenue and profit.
Responsibilities
- Create a positive team member experience.
- Respond to client inquiries and requests from tax authorities.
- Copy or scan and upload work papers at client site or in Ryan office.
- Download, print, and organize work papers for review.
- Scan, format, code, and map client data into databases.
- Perform research on client and industry for team members.
- Assist engagement team in preparing and distributing client deliverables.
- Prepare e-mails, memos, letters, and confirmation requests.
- Gather required signatures on forms and letters.
- Create files for clients and projects utilizing Microsoft® Excel and Access.
- Answer telephone calls and take accurate and concise messages.
- Maintain calendar appointments and deadlines to ensure proper accountability and client deadlines are observed.
- Make travel arrangements as needed.
- Maintain communications (e-mail, written, phone, and fax) while team is traveling.
- Track and report time and expenses in detail for self and Manager as needed.
- Take direction from multiple team members to organize and prioritize multiple tasks, meeting critical deadlines and seeking assistance with prioritization when needed.
- Work effectively in a complex, deadline-driven environment.
- Handle tasks in a timely manner and with a high degree of accuracy.
- Handle and safeguard confidential information and sensitive material.
- Maintain ability to quickly learn new procedures with limited direction.
- Research and manipulate data.
- Perform other duties and assist with other projects as assigned.
Requirements
- Analytical and problem-solving skills.
- Strong people skills.
- Effectively follow instructions explicitly.
- Know when to ask questions to seek clarification.
- Embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always.
- Embody and demonstrate accountability.
- Possess a valid driver’s license.
- Ability to work both independently and as part of a team with professionals at all levels.
- Desire to perform in a high-energy team environment.
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity.
- Occasional long periods of sitting or standing while working.
- Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
- Works overtime and travels independently as needed.
Skills
- Strong verbal and written communication skills.
- Strong proofreading skills.
- Intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research.
Location
- Hybrid
Work Type
- Hybrid
- Overtime
- Travel
Experience Level
- No experience required
Education Level
- Two-year (associate) college degree, with minimum of three years related practice-specific experience OR four-year, any major, degree from accredited university, with minimum overall GPA of 2.80.
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
About the Company
- Ryan is a professional services firm.
Equal Opportunity
- Equal Opportunity Employer: disability/veteran
