Project Support Specialist

Remote Full-time
Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its strong culture and commitment to diversity. The Project Support Specialist role involves assisting in the preparation of reports, maintaining client data, and supporting marketing efforts for the senior living consulting practice area.ResponsibilitiesAssist in the preparation of Excel schedules; including input of specific data pointsDevelop and/or maintain Excel-based benchmarking reportsCreate and/or review reports for final presentations including graphicsGenerate system reports and assist staff in preparing deliverable packages for clientsOrganize and maintain a list of clients, tracking tools, and correspondence in CRM systemAssist in the preparation of proposals and engagement letters to clientsResearch on industry trends and maintain benchmark data for the senior living industryAssist in the preparation of marketing materials including industry presentations, white papers, etcMonitor and create invoices for senior living consulting practice areaOther duties as assignedSkillsMinimum of an Associate degree in accounting or business-related fieldStrong technology-based skillset in Microsoft applicationsAbility to work independently in a non-routine environmentAttention to detail and sense of urgencyDemonstrated ability to manage multiple projects at the same time effectivelySuperior oral and written communication skills and a focus on client service, together with the ability to exercise independent judgment, and initiative while maintaining high confidentialitySuperior data entry and alpha/numeric skillsQualified individuals must either reside in Northeast Ohio or be willing to relocate to the area for this opportunityBenefitsHealth, dental, vision, disability and life insuranceFlexible Time Off401(k) planFlexible benefits plansBusiness-related travel expenseLodging and meal reimbursement for business-related usePension planDiscretionary bonus planHealth insurance under our contingent staff medical planLimited paid time sick timeCompany OverviewPlante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services. It was founded in 1924, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is http://www.plantemoran.com.



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