Engineered Tax Services Inc.

Project Manager

• Review and discuss Project Status with Client Success Manager, Director of Operation, Team lead and QC team
• Arrange and participate in meetings, conference calls regarding project scope, status updates and scheduling
• Assist with all relevant project data tracking in Zoho Project Management and Client Portal
• Update project boards and generate a weekly summary report for projects
• File project documents upon receipt
• Complete initial review of documents for all projects
• Submit welcome emails to clients upon receipt/ issuance of the new projects assigned
• Generate and follow up on outstanding Requests for Information (RFI) as needed
• Manage, organize, and update all relevant project data
• Download/ Upload and Save project documentation
• Ascertain scope of work and communicate with engineering and clients on what is missing
• Schedule, lead and manage kick off calls
• Assist with site visit scheduling
• Any other administrative tasks assigned

Project Coordinator

Executive Assistant

• Support senior executives with administrative tasks
• Manage complex schedules and logistics
• Prepare reports and manage communications
• Maintain confidential relationships