Plante Moran · 5 months ago
25 Fall Engagement Support Services Seasonal Staff
Plante Moran is a leading audit, tax, consulting, and wealth management firm that emphasizes a supportive culture for employee growth and success. The Engagement Support Services Specialist will handle various tasks including preparation of documents and support for internal clients while working collaboratively within a team to ensure quality-driven service.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
Responsibilities
Providing support to internal Firm clients using a service mindset with a sense of urgency, while maintaining accuracy and having pride in your work
Routing and processing client requests; reviewing peer work and completion processes
Interacting with both in-office and remote staff, including domestic and international groups on various time zones
Effectively partnering with engagement teams to clarify inquiries, address needs, and set clear expectations related to task processing
Resolving problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved or complex problems
Assisting with specialized projects, including reporting and data research, deliverable formatting and editing, process design, and additional tasks as assigned
Maintaining an environment of continuous learning for yourself and others by completing all training related to client requests, supporting peers in their learning, and enhancing task training resources whenever possible while ensuring alignment with subject matter experts
Qualification
Required
0-1 years customer service experience or equivalent coursework
Experience with Outlook, Excel, and Word
Must be able to remain in a stationary sitting position for at least 75% of the time
Must be able to lift at least 15 lbs– specific job duties may require additional lifting to move, transport, position and install equipment
Frequently positions self to bend and lift packages
Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements
Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc
Person in position frequently communicates with individuals who have inquiries. Must be able to exchange information in these situations
Ability to work in a high stress environment
Reliable transportation and valid driver's license are required including a clean driving record
Minimum levels of auto insurance coverage are required
Ability to travel locally, work overtime and weekends is required
Ability to travel overnight or internationally may be required
HS Diploma required
Strong organization and prioritization skills
Ability to use a variety of resources to learn new tasks
Ability to proofread with strong attention to detail to ensure accuracy
Ability to easily adapt to changes and challenges
Ability to work in a fast-paced environment
Capacity to work within a team environment and assist peers as needed
Some overtime and weekend work required
Preferred
Knowledge of accounting (basic) is helpful
Experience with Adobe Acrobat is helpful
Benefits
Health, dental, vision, disability and life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging and meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
Funding
Current Stage
Late StageRecent News
2025-10-21
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