Project and Process Specialist

Doeren hew; Troy (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Doeren Mayhew in Troy, MI is seeking a Project and Process Specialist to support the Tax department. You will coordinate office projects, maintain documentation, and track timelines to keep initiatives on schedule.

This role requires strong attention to detail, excellent communication, and the ability to learn new software quickly. You’ll support onboarding, data integrity across firm platforms, and basic troubleshooting during implementations.

Qualifications

• Associate or bachelor's degree in business or related field preferred.
• Experience in project coordination or administrative support.
• Ability to quickly learn new software and processes.
• Proficiency with Microsoft Office suite (Word, Excel, PowerPoint, Outlook).
• Experience with SafeSend software preferred.

Responsibilities

• Coordinate office projects, process updates and department initiatives, including tracking timelines and action items.
• Maintain project documentation, task lists, workflows, procedures and related resources.
• Keep leaders and teams informed of project status, delays, updates and priorities.
• Assist with client onboarding by gathering information and completing setup tasks.
• Provide basic resources and support related to onboarding, portals, systems and process updates.
• Maintain accurate and consistent client data across firm platforms.
• Identify data issues, gaps and opportunities for improvement.
• Monitor, test and validate client portals and related systems.
• Report system issues and assist with troubleshooting during implementations.
• Generate recurring due‑date and operational reports.
• Support process improvement efforts by organizing data and documenting best practices.

Skills

MS Word

Excel

PowerPoint

Outlook

Attention to detail

Time management

Communication skills

Education

Associate or Bachelor’s degree in business

Tools

SafeSend

Job description

Doeren Mayhew is seeking a Project and Process 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.