Project Manager

• 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.

Project Management Specialist

Life Insurance Project Manager

Onsite Project Manager

Project Coordinator