Client Onboarding and Operations Specialist

Doeren Mayhew; Troy (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Doeren Mayhew in Troy, MI is seeking a Client Onboarding and Operations Specialist to support the Tax department in the Troy office. You will coordinate office projects, maintain documentation, and help onboarding tasks through accurate, timely execution.

The role requires a degree in business (or related field) or equivalent experience, strong MS Office skills, and a client-focused, detail-oriented mindset. Overtime may be required during the January–April busy season.

Qualifications

• Associate or bachelor's degree in business or related field preferred, or equivalent experience.
• Prior experience in project coordination, administrative support, operations, client service or professional services preferred.
• Ability to quickly learn new software, systems and processes.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
• Experience with SafeSend software preferred.

Responsibilities

• Coordinate office projects, process updates and department initiatives, including tracking timelines, deadlines, action items and next steps.
• Maintain project documentation, task lists, workflows, procedures and related resources to support consistency across teams.
• Keep department leaders, internal teams and the office's project and process resource informed of project status, delays, updates and priorities.
• Support new client onboarding by gathering information, organizing documentation, completing setup tasks and ensuring required steps are completed accurately and on time.
• Provide basic resources and support to clients and internal team members related to client onboarding, portal access, systems and process updates.
• Maintain accurate and consistent client data across firm platforms, including monitoring data entry for accuracy, completeness and missing information.
• Identify data issues, process gaps, system concerns and opportunities for improvement.
• Monitor, test and validate client portals and related systems for usability, functionality and accuracy.
• Report system issues, errors and process concerns, and assist with basic troubleshooting during implementations, updates or day-to-day system use.
• Generate recurring due-date and operational reports, including tracking outstanding items and project-related metrics.
• Support process improvement efforts by gathering and organizing data, documenting best practices and assisting with new or enhanced process implementation.

Skills

Project coordination

Administrative support

Microsoft Office proficiency

Client service

Learn new software quickly

Education

Associate or bachelor's degree in business or related field

Tools

SafeSend

Job description

Doeren Mayhew is the 36th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Client Onboarding and Operations Specialist supporting the Tax department in our Troy, MI office.

Responsibilities

• Coordinate office projects, process updates and department initiatives, including tracking timelines, deadlines, action items and next steps.
• Maintain project documentation, task lists, workflows, procedures and related resources to support consistency across teams.
• Keep department leaders, internal teams and the office's project and process resource informed of project status, delays, updates and priorities.
• Support new client onboarding by gathering information, organizing documentation, completing setup tasks and ensuring required steps are completed accurately and on time.
• Provide basic resources and support to clients and internal team members related to client onboarding, portal access, systems and process updates.
• Maintain accurate and consistent client data across firm platforms, including monitoring data entry for accuracy, completeness and missing information.
• Identify data issues, process gaps, system concerns and opportunities for improvement.
• Monitor, test and validate client portals and related systems for usability, functionality and accuracy.
• Report system issues, errors and process concerns, and assist with basic troubleshooting during implementations, updates or day-to-day system use.
• Generate recurring due-date and operational reports, including tracking outstanding items and project-related metrics.
• Support process improvement efforts by gathering and organizing data, documenting best practices and assisting with new or enhanced process implementation.

Qualifications

• Associate or bachelor's degree in business or a related field preferred, or equivalent experience.
• Prior experience in project coordination, administrative support, operations, client service or professional services preferred.
• Ability to quickly learn new software, systems and processes.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.
• Experience with SafeSend software preferred.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills, with the ability to manage multiple priorities in a fast-paced, collaborative environment.
• Strong written and verbal communication skills.
• Professional, client-focused approach to communication and problem-solving.
• Ability to work overtime during standard busy season (January - April).

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.