Engagement Operations Specialist II - (Buffalo, NY)

We are seeking a talented Engagement Operations Specialist II to join our Buffalo, NY, office. The Engagement Operations Specialist II will provide centralized services and support to various engagement teams. They will partner with the service line and technology teams and focus on driving efficiency, quality, and margin optimization in the delivery of the Firm's services to their clients.

Responsibilities will vary throughout the year based on business cycles but include:

• Preparation of engagement letters.
• Processing, formatting, and finalizing electronic engagement letters and correspondence utilizing DocuSign.
• Power of Attorney preparation and finalization. 
• Electronic collating and processing of tax returns using Adobe Acrobat for Client Copies, Filing copies, and sending eFile Authorization forms using DocuSign.
• SurePrep binder creation, source document uploads, and binder finalization. 
• Processing and distributing Organizers and Questionnaires for 1040 Individual clients.
• Creation, formatting, and finalizing family meeting books and organizational charts
• Project support and assistance to service line and technology team.
• Responsible for data entry and quality control of documents and information in firm internal systems.
• Electronic document management and tracking.
• Work on additional projects as needed.

Preferred Requirements and Qualifications: 

• 3-5 years of previous experience in a business operations role.
• Proficient in Microsoft Word, Excel, PowerPoint and Adobe Acrobat.
• Proficient in Salesforce or other CRMs.
• Detail-oriented with the ability to manage the day-to-day process/workflow independently and/or with a team.
• Meet projects expectations and deadlines.
• Strong analytical and problem-solving skills.
• Understand Client deadlines and related expectations and manage accordingly, involving manager as needed.
• Ability to stay focused in a fast-paced deadline driven environment.
• Ability to effectively communicate with all levels at the firm.
• Ability to learn in a hybrid setting, including virtual trainings.
• Overtime may be required during peak times of the year, including some evenings and Saturdays

#LifeatCohen 

Sure, we like numbers. (But we’ll never treat you like one.) 

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: 

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and 

• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $50,000- $55,000* 

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.    

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. 

#LI-PROMO 

#LI-Hybrid