Engineered Tax Services Inc. · 22 hours ago
Project Coordinator
United States
Full-time
Remote
Entry Level
$40/hr - $40/hr
1+ years expEngineered Tax Services Inc. is a company in the Financial Services industry, seeking a Project Coordinator for Cost Segregation. The role involves collaborating with management, engineers, sales teams, and clients to ensure accurate documentation and timely project processing.
Consulting
Responsibilities
Review and discuss Project Status with Client Success Manager, Director of Operation, Team lead and QC team
Arrange and participate in meetings, conference calls regarding project scope, status updates and scheduling
Assist with all relevant project data tracking in Zoho Project Management and Client Portal
Update project boards and generate a weekly summary report for projects
File project documents upon receipt
Complete initial review of documents for all projects
Submit welcome emails to clients upon receipt/issuance of the new projects assigned
Generate and follow up on outstanding Requests for Information (RFI) as needed
Manage, organize, and update all relevant project data
Download/Upload and Save project documentation
Ascertain scope of work and communicate with engineering and clients on what is missing
Schedule, lead and manage kick off calls
Assist with site visit scheduling
Any other administrative tasks assigned
Qualification
Required
Must have excellent verbal and written communication skills
Must be proficient in the use of Microsoft Office (Word, Excel, Outlook)
Must be highly organized and exceedingly detail oriented
Must be able to manage time effectively
Must be a resourceful self-starter with ability to multitask
Must be a team player
Must able to manage numerous tasks and clients simultaneously and effectively
Must provide support to engineering team with scheduling and project management
Must effectively manage projects from start to finish
Strong analytical, planning and problem solving capabilities
Demonstrated initiative and ability to work independently with minimal supervision required
Associate's degree (A.A.) or equivalent from two-year college or technical school; or
One (1) to five (5) years related experience and/or training; or equivalent combination of education and experience
Ability to write reports, business correspondence
Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, or schedule form
To perform this job successfully, an individual should have knowledge of sales CRM and Project Management software; Excel; Microsoft Word
Benefits
Medical
Dental
Vision
Basic Life
Vol Life
STD
LTD
Pet
FSA/HSA
401k
PTO
And much more!
Company
Engineered Tax Services Inc.
Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits.
201-500 employees
H1B Sponsorship
Engineered Tax Services Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageLeadership Team
Julio Gonzalez
Chief Executive Officer
Recent News
Company data provided by crunchbase