BerryDunn — Assurance, Tax and Consulting

Operations

• Provide project management and hands-on support primarily to the Commercial Practice Group Leader (PGL) and Principals.
• Assist in managing and driving business-critical initiatives and ensure consistency and collaboration within the organization.
• Track high-priority initiatives for the PGL, identifying obstacles, communicating progress, and coordinating with team members as necessary.
• Work closely with the Assurance, Tax, and Advisory Team Support Services (ATATSS) and Business Operations Team on cross-team projects.
• Build and maintain relationships with key internal and external contacts including C-level individuals in a professional, prompt, and proactive manner.
• Serve as a liaison between the PGL, Principals, and staff regarding project updates, proposals, and other key areas requiring input.
• Manage communication flow for the PGL, including handling emails, tracking requests, and highlighting urgent matters.
• Edit, proofread, and format internal and external communications, ensuring professionalism and clarity.
• Proactively manage calendars, resolve scheduling conflicts, and prioritize appointments to align with business priorities.
• Plan, organize, and execute travel itineraries and logistics for the PGL, ensuring alignment with corporate meetings and maximizing efficiency.
• Develop PowerPoint presentations and key messages for internal and external meetings, anticipating audience needs and incorporating key concepts.
• Support the preparation of speaking notes and key messages for presentations.
• Assist in the creation of reports, benchmarking, and other projects as designated by the PGL and Principals.
• Prepare meeting agendas, correspondence, and debriefs as needed.
• Support team meetings by taking notes, identifying action items, and ensuring follow-up and collaboration to complete deliverables.
• Maintain and organize files and records, ensuring accessibility and confidentiality.
• Help foster a strong team culture by coordinating regular team gatherings and engagement activities.
• Provide project support for key meetings, including planning, logistics, attendee coordination, and content creation.
• Assist in monitoring the Continuing Professional Education (CPE) plan for professional staff, including developing the annual staff training plan.
• Identify opportunities to enhance organizational effectiveness and provide proactive solutions to improve operations.
• Collaborate with other administrative and professional staff on projects as assigned.

Project Operations Coordinator

• Preparation of trial balance from client information: posting adjusting entries, using software to calculate depreciation, and maintaining ongoing client data
• Preparation of 1040, 1041, 1120, 1120S and 1065 tax returns to be reviewed by senior staff members
• Assist with special projects
• Work as an effective team member to complete project components and assignment tasks
• Build working relationships at peer client level
• Seek to gain knowledge of client businesses
• Effectively document work
• Identify task issues as well as task progress in a timely and organized manner
• Actively pursue self-development opportunities in line with the competency model
• Build strong team relationship skills
• Act as an Ambassador to the Universities

BerryDunn — Assurance, Tax and Consulting

Project Operations Coordinator

Tax Intern

Tax Intern Not-for-Profit Focus

Project Operations Coordinator

Tax Intern

Tax Intern  Not-for-Profit Focus

Tax Intern Not-for-Profit Focus